Retirement Accounts - The White Coat Investor Forum - Investing & Personal Finance for Doctors

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Sticky: 2023 Backdoor Roth IRA Home Base by Peds Started by Peds, 12-15-2020, 07:20 AM	184 responses 8,915 views 22 likes	Last Post by Tim 05-27-2023, 02:54 AM
Closed, Sticky: Best of the Website- Retirement Accounts by The White Coat Investor Started by The White Coat Investor, 01-04-2016, 02:25 AM	0 responses 2,304 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Profit Sharing Plan and Roth 401k by kev777zero Started by kev777zero, Yesterday, 06:21 AM	3 responses 84 views 0 likes	Last Post by Anasabdullah Today, 12:57 AM
End of residency tax bomb? by eyeinvest Started by eyeinvest, 05-27-2023, 02:17 PM	12 responses 274 views 0 likes	Last Post by jfoxcpacfp Yesterday, 02:52 AM
403(b)s inherited before Secure Act 2019 have RMDs? by index2max Started by index2max, 05-30-2023, 07:05 PM	2 responses 34 views 0 likes	Last Post by Anasabdullah Yesterday, 02:18 AM
Can you have a DB plan for yourself if in multi specialty k1 partnership? by Timparsons952 Started by Timparsons952, 05-25-2023, 06:07 PM	4 responses 119 views 0 likes	Last Post by litovskyassetmanagement 05-30-2023, 06:37 AM
Roth conversions age 72 by Kennyt7 Started by Kennyt7, 01-07-2023, 09:27 AM	22 responses 469 views 0 likes	Last Post by StarTrekDoc 05-29-2023, 06:15 AM
Employee contribution: Solo 401k vs Employer by martianmonster Started by martianmonster, 05-04-2023, 12:35 PM	7 responses 151 views 0 likes	Last Post by spiritrider 05-27-2023, 06:32 PM
Form 5500-EZ for Solo 401K and DB Plan by notkim Started by notkim, 05-24-2023, 05:17 PM	3 responses 66 views 0 likes	Last Post by truphao 05-25-2023, 08:39 AM
Planning to avoid RMD disaster by kev777zero Started by kev777zero, 05-22-2023, 05:09 PM	8 responses 315 views 0 likes	Last Post by jfoxcpacfp 05-25-2023, 05:24 AM
Wife's John Hancok 401(k) Total Expenses by SteffanW Started by SteffanW, 05-22-2023, 05:12 PM	4 responses 144 views 0 likes	Last Post by Hank 05-23-2023, 11:53 AM
S Corp Minimum Salary to Max Out Solo 401k by Mountainhike Started by Mountainhike, 05-17-2023, 07:22 AM	8 responses 204 views 0 likes	Last Post by truphao 05-23-2023, 07:46 AM
Exiting a group practice, CBP question by MikeP Started by MikeP, 04-29-2023, 06:57 AM	12 responses 290 views 0 likes	Last Post by litovskyassetmanagement 05-22-2023, 06:46 PM
Traditional to Roth Conversion with DAF Offset by tr_th13 Started by tr_th13, 05-18-2023, 02:32 PM	10 responses 166 views 0 likes	Last Post by jfoxcpacfp 05-19-2023, 10:13 PM
Social security benefit from late spouse by JRB Started by JRB, 05-17-2023, 08:34 PM	5 responses 162 views 0 likes	Last Post by FIREshrink 05-19-2023, 06:19 AM
Multiple 403b, different employers by Passingdoc Started by Passingdoc, 05-18-2023, 12:57 AM	2 responses 82 views 0 likes	Last Post by Larry Ragman 05-18-2023, 03:55 AM
"Controlled Group" 401k applies to me? by bobbybee22 Started by bobbybee22, 04-24-2022, 08:28 AM	20 responses 369 views 0 likes	Last Post by spiritrider 05-17-2023, 05:02 PM
SSA bend points & the POF spreadsheet by PHANTASOS Started by PHANTASOS, 05-16-2023, 07:29 AM	4 responses 205 views 0 likes	Last Post by spiritrider 05-17-2023, 02:21 PM
Contributed to Roth IRA and may make too much money by the end of this year by scho26 Started by scho26, 05-15-2023, 12:33 PM	4 responses 108 views 0 likes	Last Post by jfoxcpacfp 05-16-2023, 10:13 PM
Best retirement plan for dental practice owner? by DDStigers Started by DDStigers, 05-07-2023, 06:41 PM	6 responses 234 views 0 likes	Last Post by litovskyassetmanagement 05-16-2023, 01:14 PM
Lump sum vs Annuity by WorkforFIRE Started by WorkforFIRE, 05-12-2023, 06:31 PM	5 responses 224 views 0 likes	Last Post by WorkforFIRE 05-14-2023, 06:33 PM
How to manage residency retirement account after graduation by BoneSetter Started by BoneSetter, 05-13-2023, 01:57 PM	8 responses 166 views 0 likes	Last Post by BoneSetter 05-13-2023, 05:05 PM
Covid Hardship repay 401 k by bsfreefalllt Started by bsfreefalllt, 05-12-2023, 08:56 PM	1 response 67 views 0 likes	Last Post by jfoxcpacfp 05-12-2023, 11:57 PM
Solo 401k: two works, double limits, spouse, 5500-EZ by illuminato Started by illuminato, 05-08-2023, 06:31 PM	8 responses 145 views 0 likes	Last Post by spiritrider 05-12-2023, 05:18 AM
Roth to Pre-tax ratio by JB3141 Started by JB3141, 05-07-2023, 08:32 PM	8 responses 241 views 0 likes	Last Post by jfoxcpacfp 05-12-2023, 02:47 AM
HSA changes by WorkforFIRE Started by WorkforFIRE, 05-10-2023, 08:45 PM	5 responses 187 views 0 likes	Last Post by WorkforFIRE 05-11-2023, 08:38 PM
401k option when w2 employer does not provide? by lamps28 Started by lamps28, 05-09-2023, 07:03 PM	2 responses 81 views 0 likes	Last Post by jfoxcpacfp 05-11-2023, 01:20 AM
How to allocate/split retirement contributions in residency by finance_fee_fi_fo_fum Started by finance_fee_fi_fo_fum, 05-08-2023, 09:04 PM	5 responses 86 views 0 likes	Last Post by JBME 05-09-2023, 09:14 AM
rolling a SEP IRA into a solo 401K by AY12 Started by AY12, 05-05-2023, 10:04 AM	9 responses 130 views 0 likes	Last Post by jfoxcpacfp 05-09-2023, 12:57 AM
Roth 401k rollover direct to Roth IRA? by DDS in NC2 Started by DDS in NC2, 05-05-2023, 05:33 AM	2 responses 70 views 0 likes	Last Post by Bmac 05-05-2023, 06:33 AM
Helping sister with crappy SIMPLE IRA investment options by index2max Started by index2max, 04-29-2023, 08:59 AM	9 responses 133 views 0 likes	Last Post by litovskyassetmanagement 05-04-2023, 06:15 AM
Over contribution to Mega Backdoor after tax limited Company Match? by anesatldoc Started by anesatldoc, 05-02-2023, 11:47 AM	7 responses 97 views 0 likes	Last Post by JBME 05-03-2023, 04:45 AM
New Job by F0017S0 Started by F0017S0, 05-02-2023, 07:00 AM	6 responses 162 views 0 likes	Last Post by F0017S0 05-02-2023, 09:00 AM
Firing my financial advisor but… by Raguirre Started by Raguirre, 04-30-2023, 02:13 PM	2 responses 242 views 0 likes	Last Post by jfoxcpacfp 05-01-2023, 03:07 AM
NYC department of Education by mw82 Started by mw82, 04-22-2023, 06:39 PM	3 responses 204 views 0 likes	Last Post by mw82 04-30-2023, 08:24 AM
Solo 401k by Midwestpeds Started by Midwestpeds, 04-29-2023, 04:25 AM	6 responses 130 views 0 likes	Last Post by spiritrider 04-30-2023, 06:54 AM
Low cost deferred variable annuity by Toothdoc88 Started by Toothdoc88, 04-26-2023, 06:24 AM	12 responses 245 views 0 likes	Last Post by Bev 04-28-2023, 04:09 AM
Solo 401k - Worth it? by brokeradiologist Started by brokeradiologist, 04-18-2023, 11:48 AM	9 responses 350 views 0 likes	Last Post by jfoxcpacfp 04-27-2023, 04:53 PM
Best solo 401k provider? by snowcanyon Started by snowcanyon, 04-27-2023, 10:33 AM	11 responses 161 views 0 likes	Last Post by Tim 04-27-2023, 03:44 PM
SECURE 2.0 and Roths by snowcanyon Started by snowcanyon, 04-24-2023, 04:02 PM	3 responses 219 views 0 likes	Last Post by spiritrider 04-27-2023, 11:56 AM
Retirement strategy with uncertain life expectancy by akuelekate Started by akuelekate, 07-19-2022, 08:15 PM	45 responses 1,528 views 6 likes	Last Post by Larry Ragman 04-25-2023, 07:06 AM
How to open Roth IRA for child by FIREshrink Started by FIREshrink, 04-22-2023, 02:05 PM	11 responses 221 views 0 likes	Last Post by PedsCCM 04-23-2023, 05:19 AM
Are solo 401Ks allowed for shareholders (owners) of a private practice? by taqui Started by taqui, 04-16-2023, 08:41 AM	13 responses 262 views 0 likes	Last Post by jfoxcpacfp 04-21-2023, 03:23 AM
Solo401k mega roth conversion logistics by mpuro Started by mpuro, 04-18-2023, 12:42 PM	6 responses 166 views 0 likes	Last Post by spiritrider 04-20-2023, 09:59 PM
How to max Roth 403b and Roth IRA with a half year of Resident Income by Yeff Started by Yeff, 04-20-2023, 06:20 AM	7 responses 128 views 0 likes	Last Post by bovie 04-20-2023, 02:37 PM
EIN for Solo 401(k) and Defined Benefit Plan by notkim Started by notkim, 04-18-2023, 12:23 PM	1 response 86 views 0 likes	Last Post by truphao 04-19-2023, 12:41 PM
Too late to open solo 401K for 2022 work earned as 1099 contractor? by DrCo98 Started by DrCo98, 03-10-2023, 06:01 AM	13 responses 476 views 0 likes	Last Post by spiritrider 04-19-2023, 06:00 AM
Is it too late to contribute for 2022? by bite Started by bite, 04-17-2023, 04:09 PM	13 responses 185 views 0 likes	Last Post by jfoxcpacfp 04-19-2023, 05:12 AM
Process for opening solo 401k by Midwestrad Started by Midwestrad, 04-18-2023, 08:28 PM	1 response 73 views 0 likes	Last Post by jfoxcpacfp 04-19-2023, 04:59 AM
SIMPLE IRA vs 401k for new practice by thesockdoc Started by thesockdoc, 04-14-2023, 02:01 PM	8 responses 126 views 0 likes	Last Post by litovskyassetmanagement 04-18-2023, 04:16 PM
Maximizing HSA - Can We Make Single and Family Contributions by Eluna Started by Eluna, 04-15-2023, 01:17 PM	6 responses 152 views 0 likes	Last Post by Eluna 04-17-2023, 08:21 PM
Tax help with paying my 10 yo for business help by PedsDocLearning Started by PedsDocLearning, 04-16-2023, 01:22 PM	4 responses 156 views 0 likes	Last Post by MPMD 04-17-2023, 06:15 PM

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