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

Topics	Statistics	Last Post
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 1,116 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:25 AM
TIAA Group Supplemental Retirement Annuity by PizzaDude Started by PizzaDude, 02-05-2021, 10:11 AM	4 responses 84 views 0 likes	Last Post by billy 02-05-2021, 05:54 PM
How Does Your Retirement Account Stack Up? by Tim Started by Tim, 02-04-2021, 09:12 AM	12 responses 511 views 0 likes	Last Post by xraygoggles 02-05-2021, 11:53 AM
Roth vs Traditional 401K by WanderlustMD Started by WanderlustMD, 02-04-2021, 07:55 PM	2 responses 105 views 0 likes	Last Post by SLC OB 02-04-2021, 10:19 PM
Darn, I messed this up didn't I? (Backdoor Roth) by MSooner Started by MSooner, 02-04-2021, 02:30 PM	4 responses 139 views 0 likes	Last Post by Tim 02-04-2021, 03:29 PM
HSA eligibility in three-tier health plan by gary649 Started by gary649, 02-04-2021, 07:43 AM	2 responses 50 views 0 likes	Last Post by gary649 02-04-2021, 10:29 AM
Appropriately filling out 8606 for re-characterized Roth --> Traditional IRA by clmcatee Started by clmcatee, 01-31-2021, 06:18 PM	3 responses 110 views 0 likes	Last Post by jfoxcpacfp 02-04-2021, 08:16 AM
IRA rollover to 401k by PPS Started by PPS, 02-03-2021, 10:07 AM	3 responses 71 views 0 likes	Last Post by PPS 02-03-2021, 01:47 PM
Backdoor Roth IRA + 403b pre and post tax rollover! by b52bomber Started by b52bomber, 02-03-2021, 07:42 AM	2 responses 55 views 0 likes	Last Post by b52bomber 02-03-2021, 08:21 AM
Non Governmental 457b: Rollover options? by Harvi Started by Harvi, 02-01-2021, 12:08 PM	16 responses 282 views 0 likes	Last Post by artemis 02-02-2021, 12:02 PM
advice for rollover of 403b? by steve2323 Started by steve2323, 02-01-2021, 10:12 AM	5 responses 75 views 0 likes	Last Post by Larry Ragman 02-01-2021, 12:08 PM
Transitioning to DIY, firing my advisor by drmac15 Started by drmac15, 01-31-2021, 11:06 AM	10 responses 268 views 1 like	Last Post by dennis 01-31-2021, 08:51 PM
Self-directed brokerage by Paradox Started by Paradox, 01-27-2021, 02:58 AM	12 responses 228 views 0 likes	Last Post by litovskyassetmanagement 01-31-2021, 04:32 PM
SRIP by Paradox Started by Paradox, 01-24-2021, 07:18 PM	5 responses 128 views 0 likes	Last Post by Tim 01-31-2021, 03:44 PM
457B, 401a, TIRA, Sep IRA question by Eric222 Started by Eric222, 01-27-2021, 01:40 PM	6 responses 140 views 0 likes	Last Post by spiritrider 01-30-2021, 07:50 PM
Fixing multiple backdoor Roth mistakes by sgwin Started by sgwin, 01-30-2021, 11:00 AM	2 responses 112 views 0 likes	Last Post by sgwin 01-30-2021, 02:53 PM
Backdoor Roth IRA and SIMPLE IRA Question by Grom Started by Grom, 01-24-2021, 10:44 AM	10 responses 136 views 0 likes	Last Post by Peds 01-30-2021, 12:53 PM
What should my minimum W2 compensation be in order to max out my i401K for 2020 by SteffanW Started by SteffanW, 01-03-2020, 03:11 PM	35 responses 1,027 views 0 likes	Last Post by jfoxcpacfp 01-30-2021, 08:05 AM
HSA Excess Contribution from 2019 by EnderTheThird Started by EnderTheThird, 01-29-2021, 09:24 PM	1 response 52 views 0 likes	Last Post by spiritrider 01-30-2021, 05:49 AM
401k Employer Match Tax Year by lidocation Started by lidocation, 01-27-2021, 08:34 PM	4 responses 135 views 0 likes	Last Post by Larry Ragman 01-29-2021, 06:04 PM
Prorata, SEP IRA, i401k, backdoor roth HELP! by ngersdor Started by ngersdor, 01-16-2021, 09:00 AM	8 responses 118 views 0 likes	Last Post by ngersdor 01-29-2021, 01:39 PM
Multiple jobs - 401K rules by polishedhobo Started by polishedhobo, 01-28-2021, 09:59 AM	7 responses 120 views 0 likes	Last Post by spiritrider 01-29-2021, 12:56 PM
Can I contribute to my spouse's HSA account pre-tax by Wagmanager Started by Wagmanager, 01-28-2021, 05:03 PM	3 responses 77 views 0 likes	Last Post by Wagmanager 01-29-2021, 11:52 AM
quick asset allocation question: bonds in 457 plan? by hebel Started by hebel, 01-29-2021, 08:23 AM	7 responses 106 views 0 likes	Last Post by Lithium 01-29-2021, 09:49 AM
Help need on roth IRA rollover. by Still Poor Started by Still Poor, 01-28-2021, 05:35 AM	2 responses 58 views 0 likes	Last Post by jfoxcpacfp 01-29-2021, 08:38 AM
401k questions by Orifdoc Started by Orifdoc, 01-03-2021, 04:57 PM	9 responses 312 views 0 likes	Last Post by spiritrider 01-29-2021, 06:54 AM
Previous employment retirement accounts before residency by Rght12 Started by Rght12, 01-25-2021, 01:09 PM	1 response 51 views 0 likes	Last Post by jfoxcpacfp 01-28-2021, 08:55 PM
Does anyone besides KPMG offer a DB pension plan these days? by FIREshrink Started by FIREshrink, 01-26-2021, 07:31 PM	5 responses 205 views 0 likes	Last Post by TechnoDonut 01-27-2021, 08:05 PM
First time Backdoor Roth by Schwgrrudy Started by Schwgrrudy, 01-27-2021, 05:07 PM	3 responses 91 views 0 likes	Last Post by Peds 01-27-2021, 06:40 PM
How difficult is it to convert a solo401k into a solo401k that can do MBDR? by cookiemonstera Started by cookiemonstera, 01-27-2021, 03:09 PM	1 response 59 views 0 likes	Last Post by Peds 01-27-2021, 03:36 PM
Solo Roth 401k Contribution Limits by jace Started by jace, 01-26-2021, 03:29 PM	4 responses 92 views 0 likes	Last Post by jfoxcpacfp 01-27-2021, 01:31 PM
Financial Advisor for 401k/Profit Sharing?? by ttc56 Started by ttc56, 01-25-2021, 10:15 AM	8 responses 132 views 0 likes	Last Post by litovskyassetmanagement 01-26-2021, 07:41 AM
Record keeper screwed up 401k deferrals for 2020. Can it be fixed? by ShredtheGnar Started by ShredtheGnar, 01-23-2021, 08:38 AM	11 responses 205 views 0 likes	Last Post by rick43221 01-25-2021, 06:22 PM
401a conversion to Roth IRA by MK$ Started by MK$, 01-24-2021, 12:51 PM	6 responses 97 views 0 likes	Last Post by MK$ 01-25-2021, 11:55 AM
Solo401k with max 403b contribution by Xega Started by Xega, 01-23-2021, 08:49 PM	5 responses 73 views 0 likes	Last Post by Xega 01-24-2021, 02:36 PM
Research into solo 401k with intent for mega backdoor roth by saildawg Started by saildawg, 04-19-2019, 12:32 PM	118 responses 2,778 views 2 likes	Last Post by ChicSkiier 01-24-2021, 01:58 AM
Broke Pro Rata rule?? by Booster Started by Booster, 01-22-2021, 09:08 PM	2 responses 116 views 0 likes	Last Post by jfoxcpacfp 01-23-2021, 07:21 AM
Old 401k/403 b to be rolled over to IRA, can I still do back door Roth? by ranisharma55 Started by ranisharma55, 01-22-2021, 05:53 PM	6 responses 116 views 0 likes	Last Post by billy 01-23-2021, 05:49 AM
Solo 401k by emtpmd Started by emtpmd, 12-29-2020, 01:11 PM	34 responses 777 views 1 like	Last Post by spiritrider 01-22-2021, 09:23 PM
forgot to re-enroll: HSA, Dependent Care FSA by MPMD Started by MPMD, 01-20-2021, 05:36 AM	7 responses 171 views 0 likes	Last Post by MPMD 01-22-2021, 07:51 AM
Large 7 digit IRA by Kennyt7 Started by Kennyt7, 01-29-2020, 03:14 PM	85 responses 3,151 views 0 likes	Last Post by Hatton 01-22-2021, 07:39 AM
2021 401k contribution question by WorkforFIRE Started by WorkforFIRE, 01-20-2021, 08:13 PM	5 responses 196 views 0 likes	Last Post by Tim 01-21-2021, 08:46 PM
Vanguard SEP-IRA rollover by elchivo Started by elchivo, 01-21-2021, 08:54 AM	1 response 42 views 0 likes	Last Post by jfoxcpacfp 01-21-2021, 09:09 AM
Please critique my retirement expenses work-around by Antares Started by Antares, 01-18-2021, 05:45 PM	32 responses 739 views 0 likes	Last Post by Hatton 01-21-2021, 06:25 AM
Accounting for taxable earnings on a recharacterized BDR IRA? by TeachMeThings Started by TeachMeThings, 01-15-2021, 05:57 PM	29 responses 186 views 0 likes	Last Post by TeachMeThings 01-20-2021, 01:46 PM
Income limit for roth IRA - based on current year or past year's income? by mothman Started by mothman, 01-19-2021, 09:11 PM	2 responses 79 views 0 likes	Last Post by jhwkr542 01-20-2021, 01:25 PM
Solo 401k - 2 income sources? by MrWonderful Started by MrWonderful, 01-18-2021, 07:45 AM	5 responses 121 views 0 likes	Last Post by spiritrider 01-19-2021, 07:54 PM
Quick Backdoor Roth Question by Boston_Red Started by Boston_Red, 01-19-2021, 07:07 AM	3 responses 95 views 0 likes	Last Post by Boston_Red 01-19-2021, 03:36 PM
Spouse 401K through your practice by blephptosisbrow Started by blephptosisbrow, 01-17-2021, 12:57 PM	15 responses 235 views 0 likes	Last Post by jacoavlu 01-19-2021, 08:25 AM
Cash Balance Plan question by Stringtown Started by Stringtown, 01-14-2021, 06:00 PM	8 responses 226 views 0 likes	Last Post by litovskyassetmanagement 01-19-2021, 07:13 AM
Schwab Personal Defined Benefit Plan and Solo 401k for Megaback Door Roth by MTL Started by MTL, 01-17-2021, 09:15 AM	4 responses 122 views 0 likes	Last Post by MTL 01-18-2021, 02:47 PM

Previous 1 2 3 4 5 12 52 67 template Next

No topics found.

Mark This Channel Read