u/Vermose10

Hi I am a physician in Southern California. I have a W2 job which requires no weekend or overnight call. I have a separate 1099 job at the same hospital which pays me for my weekend and overnight calls. For the 1099 job I have set up an S Corp. My accountant has recommended
That I set up a SEP/IRA and a cash balance plan. Because some extended family members have had accounts with Morgan Stanley and I am in talks with Morgan Stanley to set up the SEP and cash balance plan.

My question is: would you recommend setting up the SEP/IRA through Morgan Stanley?

Hi I am a physician in Southern California. I have a W2 job which requires no weekend or overnight call. I have a separate 1099 job at the same hospital which pays me for my weekend and overnight calls. For the 1099 job I have set up an S Corp. My accountant has recommended
That I set up a SEP/IRA and a cash balance plan. Because some extended family members have had accounts with Morgan Stanley and I am in talks with Morgan Stanley to set up the SEP and cash balance plan.

My question is: would you recommend setting up the SEP/IRA through Morgan Stanley?

Dhruv