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, 08:20 AM	148 responses 7,478 views 22 likes	Last Post by jfoxcpacfp 01-25-2023, 02:22 AM
Closed, Sticky: Best of the Website- Retirement Accounts by The White Coat Investor Started by The White Coat Investor, 01-04-2016, 03:25 AM	0 responses 2,175 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:25 AM
Roll over old 401k to 401k or Roth IRA? by venacontracta Started by venacontracta, 01-14-2023, 06:43 PM	3 responses 93 views 0 likes	Last Post by jfoxcpacfp 01-17-2023, 05:33 AM
Which Fidelity funds for backdoor ROTH by IRM Started by IRM, 01-03-2023, 01:12 PM	7 responses 275 views 1 like	Last Post by CordMcNally 01-16-2023, 04:21 PM
Rolling over solo 401k to roth IRA by Alpinist Started by Alpinist, 01-10-2023, 12:48 PM	4 responses 140 views 0 likes	Last Post by Alpinist 01-16-2023, 04:01 PM
Contribution limits and excess 457(b) contribution by Streamliner Started by Streamliner, 01-15-2023, 11:34 AM	2 responses 81 views 0 likes	Last Post by Streamliner 01-16-2023, 05:42 AM
Best way to do late backdoor roth conversion and avoid pro-rata by satyr Started by satyr, 12-26-2022, 11:36 AM	14 responses 196 views 0 likes	Last Post by satyr 01-15-2023, 02:50 PM
non-governmental 457 for next few years? by Urojet Started by Urojet, 01-14-2023, 10:30 AM	13 responses 202 views 0 likes	Last Post by JBME 01-15-2023, 08:37 AM
Solo Roth 401K providers selection seems limited by EL JEFE Started by EL JEFE, 01-14-2023, 11:04 AM	4 responses 102 views 0 likes	Last Post by GasFIRE 01-15-2023, 08:12 AM
529 to Roth IRA in 2024 by F0017S0 Started by F0017S0, 01-14-2023, 08:55 AM	6 responses 135 views 0 likes	Last Post by GasFIRE 01-14-2023, 11:44 AM
Roth conversions age 72 by Kennyt7 Started by Kennyt7, 01-07-2023, 10:27 AM	7 responses 216 views 0 likes	Last Post by Jenn 01-14-2023, 08:27 AM
Back door Roth and state taxes by Hu_da_man Started by Hu_da_man, 01-08-2023, 11:44 PM	4 responses 155 views 0 likes	Last Post by Hu_da_man 01-12-2023, 07:59 PM
opening up solo 401K - where and what else to do inquiry... by mjdevito Started by mjdevito, 01-03-2023, 08:06 PM	34 responses 478 views 0 likes	Last Post by artemis 01-12-2023, 02:04 PM
401K advice by RhinoSurgeon Started by RhinoSurgeon, 01-07-2023, 01:57 PM	4 responses 215 views 0 likes	Last Post by RhinoSurgeon 01-12-2023, 11:29 AM
Both 403B and 401k by blephptosisbrow Started by blephptosisbrow, 01-12-2023, 07:27 AM	4 responses 85 views 0 likes	Last Post by blephptosisbrow 01-12-2023, 11:15 AM
Changing 1099 jobs with existing i401K by cureious Started by cureious, 01-11-2023, 08:58 PM	1 response 46 views 0 likes	Last Post by spiritrider 01-11-2023, 10:28 PM
Solo 401(k) Questions - S-Corp / Eligibility (paging Spirit Rider...) by glorga Started by glorga, 01-09-2023, 01:45 AM	5 responses 207 views 0 likes	Last Post by glorga 01-10-2023, 11:46 PM
First Time Back Door Roth, may have made a mistake by M.E Started by M.E, 01-08-2023, 08:04 PM	8 responses 225 views 0 likes	Last Post by AR 01-10-2023, 09:27 PM
Tax Protection by Dr GAG Started by Dr GAG, 01-10-2023, 07:39 AM	7 responses 151 views 0 likes	Last Post by jfoxcpacfp 01-10-2023, 03:16 PM
Previous Emloyer 401(K) - Was not aware I had one ! by notkim Started by notkim, 12-13-2022, 11:37 AM	16 responses 255 views 0 likes	Last Post by Tim 01-10-2023, 02:55 PM
Secure 2.0 is Out! by The White Coat Investor Started by The White Coat Investor, 12-24-2022, 02:50 PM	42 responses 1,681 views 9 likes	Last Post by southerndoc 01-10-2023, 10:57 AM
Rolled over from existing Simple IRA to new Employer 401k in 2022-Backdoor Roth by night91 Started by night91, 01-10-2023, 09:25 AM	2 responses 49 views 0 likes	Last Post by spiritrider 01-10-2023, 10:39 AM
Good breakdown of Roth 401k vs Traditional 401k by ShredtheGnar Started by ShredtheGnar, 01-09-2023, 09:32 PM	1 response 95 views 0 likes	Last Post by Bmac 01-09-2023, 11:35 PM
double check my steps to fix my backdoor oopsie? by pharmdlovesmd Started by pharmdlovesmd, 01-09-2023, 06:51 AM	2 responses 76 views 0 likes	Last Post by FunkDoc83 01-09-2023, 11:54 AM
Solo 401K: Did I screw up or not? by GIMD Started by GIMD, 01-09-2023, 01:35 AM	1 response 75 views 0 likes	Last Post by jfoxcpacfp 01-09-2023, 04:38 AM
529 to Roth IRA Roll-overs in Secure 2.0 by LuxeFire Started by LuxeFire, 01-08-2023, 11:23 AM	2 responses 134 views 0 likes	Last Post by StarTrekDoc 01-08-2023, 04:57 PM
Unique Backdoor Roth question - or is it? :) by mjdevito Started by mjdevito, 01-07-2023, 10:36 AM	7 responses 168 views 0 likes	Last Post by jfoxcpacfp 01-08-2023, 03:54 PM
Crappy 403(b) by Glorified Carpenter Started by Glorified Carpenter, 01-03-2023, 02:27 PM	14 responses 308 views 0 likes	Last Post by broke-n-hip 01-06-2023, 09:10 PM
Head of household/backdoor by Whitly Started by Whitly, 01-06-2023, 01:36 PM	4 responses 59 views 0 likes	Last Post by Whitly 01-06-2023, 03:08 PM
Another simple Backdoor question by uksho Started by uksho, 01-04-2023, 06:47 PM	7 responses 166 views 0 likes	Last Post by artemis 01-06-2023, 01:00 PM
Wrong Contribution Year by S.Ryon Started by S.Ryon, 01-04-2023, 09:12 AM	7 responses 162 views 0 likes	Last Post by S.Ryon 01-04-2023, 06:05 PM
Solo 401k transfer from one brokerage to another by jsf80 Started by jsf80, 01-03-2023, 06:31 PM	2 responses 87 views 0 likes	Last Post by spiritrider 01-04-2023, 07:09 AM
First-Time Backdoor Roth Question - Graduating PGY4 by gritty2023 Started by gritty2023, 01-03-2023, 06:46 PM	2 responses 99 views 0 likes	Last Post by Tim 01-04-2023, 05:10 AM
Rolling over old 401k without new employer retirement plan by night91 Started by night91, 01-03-2023, 04:37 PM	4 responses 78 views 0 likes	Last Post by plowt-kirn 01-03-2023, 08:11 PM
Employer contribution to an already maxed out 401k by kaymaza Started by kaymaza, 01-03-2023, 09:06 AM	4 responses 94 views 0 likes	Last Post by kaymaza 01-03-2023, 09:20 AM
I'm a dum dum - contributed to both traditional IRA and backdoor Roth by cron Started by cron, 01-02-2023, 02:55 PM	3 responses 245 views 0 likes	Last Post by spiritrider 01-02-2023, 08:36 PM
Yet another Back Door Roth IRA Question by SWDS1 Started by SWDS1, 01-01-2023, 03:05 PM	4 responses 222 views 0 likes	Last Post by jfoxcpacfp 01-02-2023, 05:28 AM
PSA do your backdoor Roth IRA, no better time by JBME Started by JBME, 01-01-2023, 09:44 AM	8 responses 384 views 2 likes	Last Post by The White Coat Investor 01-01-2023, 07:05 PM
How to invest in the HSA--which funds by MMM Started by MMM, 12-30-2022, 08:41 AM	11 responses 214 views 0 likes	Last Post by StarTrekDoc 12-31-2022, 11:20 AM
HSA planning with potential employment transition by Hudama Started by Hudama, 12-27-2022, 08:01 AM	4 responses 112 views 0 likes	Last Post by IMinMS 12-30-2022, 11:47 AM
What to do with old 401Ks by MMM Started by MMM, 12-30-2022, 08:47 AM	4 responses 94 views 0 likes	Last Post by G 12-30-2022, 09:09 AM
Backdoor Roth IRA - conversion timing by engaged73016 Started by engaged73016, 12-30-2022, 07:24 AM	1 response 141 views 0 likes	Last Post by GasFIRE 12-30-2022, 08:26 AM
Employer Roth 401k match by Good Life Started by Good Life, 12-29-2022, 11:46 PM	1 response 83 views 0 likes	Last Post by JBME 12-30-2022, 07:51 AM
Backdoor Roth Pro-Rata Question by JD_DDS Started by JD_DDS, 12-29-2022, 04:23 PM	0 responses 75 views 0 likes	Last Post by JD_DDS 12-29-2022, 04:23 PM
401k/403b contribution cap with new law by gvs.psych Started by gvs.psych, 12-29-2022, 11:33 AM	3 responses 136 views 0 likes	Last Post by litovskyassetmanagement 12-29-2022, 03:00 PM
HSA employers account or use own HSA account (Fidelity) by wvu doc Started by wvu doc, 12-23-2022, 08:21 AM	10 responses 179 views 0 likes	Last Post by plowt-kirn 12-28-2022, 05:03 PM
HSA Excess Contribution Questions by BJR Started by BJR, 12-19-2022, 05:01 AM	5 responses 87 views 0 likes	Last Post by BJR 12-28-2022, 09:44 AM
Question about multiple 401ks and tax strategies by samdoc Started by samdoc, 12-26-2022, 02:02 PM	4 responses 111 views 0 likes	Last Post by spiritrider 12-27-2022, 09:24 PM
Backdoor Roth Strategy by DrD Started by DrD, 12-27-2022, 09:15 AM	3 responses 192 views 0 likes	Last Post by Tim 12-27-2022, 07:21 PM
Dumb questions by midwestmd4242 Started by midwestmd4242, 12-25-2022, 06:37 PM	7 responses 400 views 0 likes	Last Post by Tim 12-27-2022, 01:23 AM
?dumb questions re SEP v Solo401k and employing kids by PedsDocLearning Started by PedsDocLearning, 12-25-2022, 10:45 PM	3 responses 84 views 0 likes	Last Post by spiritrider 12-26-2022, 10:20 PM
what to do with T-IRA $ to avoid pro-rata rule by mjdevito Started by mjdevito, 12-24-2022, 11:49 AM	3 responses 108 views 0 likes	Last Post by mjdevito 12-26-2022, 02:39 PM

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