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

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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 1,826 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Confused By 415 Limit On The Solo 401K Plan by bookcar Started by bookcar, 04-07-2022, 09:06 PM	11 responses 133 views 0 likes	Last Post by bookcar 04-11-2022, 05:33 PM
Transferring a Traditional IRA by dna867 Started by dna867, 03-10-2022, 09:52 PM	10 responses 159 views 0 likes	Last Post by dna867 04-11-2022, 10:37 AM
Nongovernmental 457 distribution recommendations by Bmac Started by Bmac, 04-07-2022, 04:38 PM	7 responses 218 views 0 likes	Last Post by BruinBones 04-10-2022, 02:18 PM
Filing Form 8606 for prior years (was not filed last 3 years) by bmaniara92 Started by bmaniara92, 04-05-2022, 05:43 AM	9 responses 171 views 0 likes	Last Post by bmaniara92 04-10-2022, 12:48 PM
Solo 401k TPA question…. by Hogfanmd Started by Hogfanmd, 04-09-2022, 06:35 PM	4 responses 84 views 0 likes	Last Post by Hogfanmd 04-09-2022, 08:17 PM
Roth or traditional 401k by MyMichTime Started by MyMichTime, 04-08-2022, 03:34 PM	4 responses 142 views 0 likes	Last Post by MyMichTime 04-09-2022, 08:38 AM
reporting late backdoor Roth question (form 1040) by nathanfrenk Started by nathanfrenk, 04-04-2022, 04:55 PM	3 responses 58 views 0 likes	Last Post by jfoxcpacfp 04-08-2022, 06:08 PM
Form 8606, did my CPA mess something up? by SportsmedMD Started by SportsmedMD, 04-05-2022, 09:12 PM	9 responses 209 views 0 likes	Last Post by SportsmedMD 04-06-2022, 08:10 PM
SEP IRA 2021, Backdoor Roth 2022? by pedswife Started by pedswife, 04-06-2022, 12:47 PM	1 response 58 views 0 likes	Last Post by jfoxcpacfp 04-06-2022, 01:07 PM
Married filing Separate, living apart, Cannot contribute to Roth IRA?!?! Why?! by JRGassy Started by JRGassy, 04-05-2022, 10:39 PM	2 responses 112 views 0 likes	Last Post by Larry Ragman 04-06-2022, 04:49 AM
Solo 401k & TurboTax question, "Maximize contribution to individual 401(k)" by ezmoney Started by ezmoney, 04-05-2022, 10:44 AM	5 responses 88 views 0 likes	Last Post by spiritrider 04-06-2022, 04:47 AM
60 day rollover question by bball Started by bball, 04-05-2022, 01:26 PM	2 responses 57 views 0 likes	Last Post by jfoxcpacfp 04-05-2022, 06:06 PM
When does it not make financial sense for owners to do 401k profit sharing? by zlandar Started by zlandar, 03-31-2022, 11:15 AM	11 responses 302 views 0 likes	Last Post by zlandar 04-05-2022, 03:39 PM
Roth IRA contributed, now need to backdoor instead due to marriage by xcoldricex Started by xcoldricex, 04-05-2022, 10:49 AM	1 response 43 views 0 likes	Last Post by GasFIRE 04-05-2022, 12:36 PM
2021 excess Roth contribution. 5239 and penalty necessary on 2021 return? by Bmac Started by Bmac, 03-22-2022, 10:11 PM	7 responses 96 views 0 likes	Last Post by jfoxcpacfp 04-04-2022, 06:26 PM
2020 Re-characterization and Taxes Question by dlz90 Started by dlz90, 04-04-2022, 06:24 PM	0 responses 32 views 0 likes	Last Post by dlz90 04-04-2022, 06:24 PM
Super Tough , challenging Backdoor IRA plus return of excess IRA contribution issue by PecanPie Started by PecanPie, 04-03-2022, 11:18 AM	2 responses 79 views 0 likes	Last Post by jfoxcpacfp 04-04-2022, 04:23 PM
Is Safe Harbor 401(k) the best plan for solo private practice with employees? by griffin Started by griffin, 03-29-2022, 11:22 AM	5 responses 151 views 0 likes	Last Post by litovskyassetmanagement 04-04-2022, 01:32 PM
Filling out Form 8606 Correctly by bmaniara92 Started by bmaniara92, 04-03-2022, 03:38 PM	10 responses 142 views 0 likes	Last Post by jfoxcpacfp 04-03-2022, 06:39 PM
Back door roth after filing taxes by Nrm07 Started by Nrm07, 04-02-2022, 10:42 AM	1 response 76 views 0 likes	Last Post by GasFIRE 04-02-2022, 01:12 PM
401k rollover by Jstephens Started by Jstephens, 04-02-2022, 09:16 AM	1 response 69 views 0 likes	Last Post by JBME 04-02-2022, 09:40 AM
Re-characterized Traditional/Roth IRA with Back Door by hzioni Started by hzioni, 04-01-2022, 07:37 PM	2 responses 57 views 0 likes	Last Post by spiritrider 04-02-2022, 05:56 AM
Funding a Roth IRA and Roth 401k for a 19 yo making $6,000/year. $12,000? by Dr. K Started by Dr. K, 03-25-2022, 04:12 PM	18 responses 299 views 0 likes	Last Post by Dr. K 04-02-2022, 04:55 AM
Overcontributed to solo 401k-how to fix by Robloxdoc Started by Robloxdoc, 04-01-2022, 09:35 AM	1 response 68 views 0 likes	Last Post by jfoxcpacfp 04-01-2022, 05:59 PM
Mega Backdoor Roth by CincyDoc Started by CincyDoc, 03-31-2022, 11:43 AM	6 responses 235 views 0 likes	Last Post by Hank 04-01-2022, 04:54 PM
Backdoor Roth Issue by CaptainMarvel Started by CaptainMarvel, 04-01-2022, 06:56 AM	10 responses 121 views 0 likes	Last Post by spiritrider 04-01-2022, 02:08 PM
multiple 401k by RadMoneyMD Started by RadMoneyMD, 03-29-2022, 09:09 AM	7 responses 159 views 0 likes	Last Post by litovskyassetmanagement 04-01-2022, 06:12 AM
New Attending- What to do with my previous IRAs so I can do Backdoor Roth? by -speeds- Started by -speeds-, 03-25-2022, 11:09 AM	16 responses 362 views 0 likes	Last Post by Tim 03-30-2022, 06:11 PM
Self-Directed Roth IRA by AlmostFI Started by AlmostFI, 03-29-2022, 08:22 AM	2 responses 66 views 0 likes	Last Post by AlmostFI 03-29-2022, 09:00 AM
Inherited IRA and RMDs by bovie Started by bovie, 03-25-2022, 04:33 PM	7 responses 150 views 0 likes	Last Post by Tim 03-27-2022, 07:44 AM
401k for small business owner by SteffanW Started by SteffanW, 03-23-2022, 06:07 AM	2 responses 123 views 0 likes	Last Post by litovskyassetmanagement 03-24-2022, 06:09 AM
Logistics of contributing to my solo 401k by Alex2022 Started by Alex2022, 03-21-2022, 10:31 AM	8 responses 174 views 0 likes	Last Post by jfoxcpacfp 03-23-2022, 04:02 PM
Changing Group Retirement Plan, looking for advice by Redwings13 Started by Redwings13, 01-11-2022, 02:04 PM	12 responses 259 views 0 likes	Last Post by litovskyassetmanagement 03-23-2022, 02:33 PM
403b Asset Allocation feedback and Scwhab PCRA. by factotum44 Started by factotum44, 03-23-2022, 01:51 PM	1 response 46 views 0 likes	Last Post by xraygoggles 03-23-2022, 01:53 PM
Employer Retirement Plan - WCI's Secret Sauce? by Special Delivery Started by Special Delivery, 03-21-2022, 04:36 PM	10 responses 368 views 0 likes	Last Post by litovskyassetmanagement 03-23-2022, 07:49 AM
Explain how Kaiser's Pension Works by EastBayHand Started by EastBayHand, 02-04-2020, 07:06 PM	11 responses 7,524 views 0 likes	Last Post by nastle 03-22-2022, 06:01 PM
Roth IRA When Switching to Married Filing Separately by bullsdoc Started by bullsdoc, 02-17-2022, 04:43 AM	3 responses 116 views 0 likes	Last Post by GasFIRE 03-21-2022, 12:18 PM
solo401k contribution confusion by tysknight Started by tysknight, 03-14-2022, 12:58 PM	6 responses 150 views 0 likes	Last Post by tysknight 03-21-2022, 06:56 AM
Mechanics of doing a Roth conversion in retirement by Chreeto Started by Chreeto, 03-17-2022, 10:04 PM	20 responses 325 views 0 likes	Last Post by GasFIRE 03-20-2022, 07:57 PM
How to correct pro-rata rule with Backdoor Roth IRA with Rollover IRA by GoftheTs Started by GoftheTs, 03-19-2022, 03:44 PM	2 responses 98 views 0 likes	Last Post by jfoxcpacfp 03-20-2022, 04:52 AM
Contribution to 403b by straightwire Started by straightwire, 03-19-2022, 06:14 AM	6 responses 126 views 0 likes	Last Post by Tim 03-19-2022, 07:59 AM
Solo 401K with W2 and 1099 income by VirginiaMD Started by VirginiaMD, 03-17-2022, 12:43 PM	4 responses 117 views 0 likes	Last Post by jfoxcpacfp 03-17-2022, 05:54 PM
overcontributed to 2021 plan; what now? by oocyte_ Started by oocyte_, 03-10-2022, 05:20 PM	8 responses 177 views 0 likes	Last Post by aurem 03-17-2022, 04:38 PM
Vanguard TDFs in Taxable Accounts Lawsuit by litovskyassetmanagement Started by litovskyassetmanagement, 03-15-2022, 01:12 PM	4 responses 192 views 0 likes	Last Post by jz- 03-16-2022, 12:40 PM
after tax contributions by kather Started by kather, 03-12-2022, 04:27 PM	9 responses 260 views 0 likes	Last Post by kather 03-16-2022, 09:30 AM
Employer 401K evaluation - high expenses? by grannycaddy Started by grannycaddy, 03-13-2022, 08:28 AM	3 responses 100 views 0 likes	Last Post by litovskyassetmanagement 03-15-2022, 09:12 AM
Not sure if this plan is viable or makes sense (roth ira vs backdoor vs roth 403b) by wciabc123 Started by wciabc123, 03-13-2022, 02:41 PM	1 response 68 views 0 likes	Last Post by JBME 03-13-2022, 03:58 PM
Strange Question from Customer Service Person by blbaker28 Started by blbaker28, 03-11-2022, 09:43 AM	22 responses 503 views 0 likes	Last Post by blbaker28 03-13-2022, 08:09 AM
Solo 401k Opening Gut-Check Request by MikeK24 Started by MikeK24, 03-12-2022, 11:35 AM	3 responses 139 views 0 likes	Last Post by spiritrider 03-13-2022, 08:03 AM
HSA with spouse PPO by KiwiUrologist Started by KiwiUrologist, 03-12-2022, 04:27 PM	4 responses 88 views 0 likes	Last Post by KiwiUrologist 03-13-2022, 06:38 AM

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