NASDAQ: GROW U.S. Global Investors
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Welcome to U.S. Global Investors, Inc. - Family of Mutual Funds
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 SEP-IRA Contribution Calculator
If you are self-employed, you may use this calculator to assist you in determining the amount of your SEP-IRA contribution. Make sure to have your most recent income tax forms nearby (especially your Form 1040 and either your Schedule C, Schedule C-EZ, or Schedule K-1).

Please note that the maximum contribution to a U.S. Global Investors SEP-IRA is 25% up to $44,000 for 2006 and $45,000 for 2007. The maximum compensation on which you may base your year 2006 contribution is $220,000 and $250,000 for 2007.

Net Business Profits
(From Schedule C, C-EZ, or K-1)
$
Deduction for Self-Employment Tax
(From IRS Form 1040)
$
Contribution Percentage
(Desired contribution as a percentage of earned income is 25% for 2006 and 2007)
Contribution Year


 Click here to establish a U.S. Global Investors SEP-IRA.

This contribution calculator is designed to be a guide assisting self-employed individuals, who have net business profits, in determining their SEP-IRA contribution amount. Usually employees' and some incorporated business owners' SEP-IRA contributions are determined by multiplying compensation (i.e. wages as shown on their W-2) by the contribution percentage.

This calculation tool and related information is intended to be a guide and you should consult your tax advisor for advice concerning your business's tax situation.

 

Disclosure
Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.
 


FREE IRA!