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SEP IRA Calculator

Project SEP IRA balance growth from recurring contributions with a free small-business retirement calculator.

Projected balance

$642,089

Total contributions

$270,000

Investment growth

$372,089

What this estimate means

240 months of contributions modeled with monthly compounding.

This is a planning estimate, not a guaranteed return forecast.

How to Use

  1. Enter any existing SEP IRA balance you already have.
  2. Add your expected average monthly contribution.
  3. Choose a return assumption and time horizon.
  4. Review the projected account value and accumulated growth.

Frequently Asked Questions

What is a SEP IRA?

A SEP IRA is a retirement plan often used by self-employed people and small businesses because contributions can be flexible and meaningful.

Why is this relevant for freelancers or owners?

Business owners often use SEP IRAs to save pre-tax dollars for retirement without running a full 401(k) plan.

Does this calculator include annual IRS limits?

No. It is a projection tool, so always check the current tax-year contribution rules separately.

Can I compare this with a Solo 401(k)?

Yes. Many self-employed savers evaluate both account types depending on income, complexity, and contribution flexibility.

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