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	183 responses 9,351 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 2,446 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Advise on parent's IRA RMDs and taxes by jeffreypaul Started by jeffreypaul, 07-07-2023, 07:34 AM	5 responses 129 views 0 likes	Last Post by jfoxcpacfp 07-08-2023, 03:34 AM
403B conversion worth it? by timololforall Started by timololforall, 07-06-2023, 06:54 AM	12 responses 189 views 0 likes	Last Post by jfoxcpacfp 07-08-2023, 03:11 AM
Is There a Fix To This TSP Issue? by Special Delivery Started by Special Delivery, 07-03-2023, 03:09 PM	13 responses 200 views 0 likes	Last Post by BruinBones 07-07-2023, 06:34 PM
ABLE account strategies? by motheatenblanket Started by motheatenblanket, 07-06-2023, 12:56 PM	7 responses 128 views 0 likes	Last Post by Tim 07-07-2023, 02:23 PM
Self-directed IRAs by Gutdoc Started by Gutdoc, 07-01-2023, 10:40 PM	5 responses 156 views 0 likes	Last Post by dennis 07-07-2023, 12:14 AM
What is a reasonable wage to give myself? by Wempty Started by Wempty, 07-05-2023, 07:34 PM	8 responses 250 views 0 likes	Last Post by jfoxcpacfp 07-06-2023, 03:11 PM
solo 401k questions by Wempty Started by Wempty, 07-06-2023, 10:52 AM	1 response 81 views 0 likes	Last Post by spiritrider 07-06-2023, 11:13 AM
401 k by Ankush Started by Ankush, 06-16-2023, 08:20 PM	8 responses 263 views 0 likes	Last Post by billy 07-04-2023, 06:42 AM
Help Avoiding Pro Rata by GT90 Started by GT90, 07-03-2023, 08:26 AM	3 responses 105 views 0 likes	Last Post by jfoxcpacfp 07-04-2023, 03:01 AM
Trying to understand hiring a spouse to maximize her 401k by currve1 Started by currve1, 07-01-2023, 01:15 AM	7 responses 198 views 0 likes	Last Post by jfoxcpacfp 07-02-2023, 04:02 AM
"When you've won the game,stop playing." by Tim Started by Tim, 06-29-2023, 01:54 PM	11 responses 666 views 1 like	Last Post by wfpbFI 06-30-2023, 09:37 AM
Cash Balance Plan Asset Allocation by letaPAS037 Started by letaPAS037, 06-25-2023, 08:53 AM	11 responses 264 views 0 likes	Last Post by truphao 06-29-2023, 07:57 PM
Resident investing: 401k/Roth 401k vs RothIRA by adversityking Started by adversityking, 06-24-2023, 06:30 AM	8 responses 180 views 0 likes	Last Post by Tim 06-29-2023, 11:41 AM
Etrade being absorbed by Morgan Stanley. Move Solo401k? by Krentist Started by Krentist, 06-27-2023, 05:40 PM	3 responses 232 views 0 likes	Last Post by spiritrider 06-28-2023, 07:00 AM
"Frontloading" employer contribution by CountingDoubloons Started by CountingDoubloons, 06-21-2023, 09:09 AM	5 responses 313 views 0 likes	Last Post by CountingDoubloons 06-23-2023, 05:48 AM
401K- American Funds choices by DavidHawk Started by DavidHawk, 06-21-2023, 05:40 PM	3 responses 151 views 0 likes	Last Post by index2max 06-22-2023, 09:13 PM
Backdoor Roth 8606 form error by Alex2022 Started by Alex2022, 03-06-2023, 12:37 AM	13 responses 326 views 0 likes	Last Post by jfoxcpacfp 06-20-2023, 02:02 PM
End of Residency Pension Advice by WH001 Started by WH001, 06-19-2023, 06:36 AM	2 responses 157 views 0 likes	Last Post by jfoxcpacfp 06-20-2023, 02:59 AM
Solo 401k -- Retroactive Contributions by brokeradiologist Started by brokeradiologist, 06-17-2023, 06:39 PM	4 responses 147 views 0 likes	Last Post by spiritrider 06-18-2023, 11:48 AM
Post tax rollover to Roth IRA - how to pay the taxes by FinanceNovice21 Started by FinanceNovice21, 06-16-2023, 09:24 AM	2 responses 127 views 0 likes	Last Post by spiritrider 06-16-2023, 05:08 PM
HSA expenses and reimbursements by entaiemd Started by entaiemd, 06-15-2023, 02:46 PM	8 responses 219 views 0 likes	Last Post by entaiemd 06-16-2023, 11:48 AM
2024 projected retirement plan limits increasing next year by JBME Started by JBME, 06-16-2023, 06:19 AM	4 responses 365 views 1 like	Last Post by JBME 06-16-2023, 08:13 AM
Rollover SEP IRA to a solo 401k? by grego575 Started by grego575, 06-13-2023, 07:39 PM	4 responses 131 views 0 likes	Last Post by Periodontist2000 06-15-2023, 10:08 PM
Accessing retirement accounts set up by physicians in the 1980s by Pixel Started by Pixel, 06-15-2023, 10:30 AM	2 responses 192 views 0 likes	Last Post by litovskyassetmanagement 06-15-2023, 03:20 PM
Simple IRA to ROTH IRA conversion by timololforall Started by timololforall, 06-12-2023, 05:33 PM	4 responses 129 views 0 likes	Last Post by timololforall 06-14-2023, 04:06 PM
401k Overcontribution for 2022 by kbt123 Started by kbt123, 06-13-2023, 11:30 AM	2 responses 89 views 0 likes	Last Post by kbt123 06-13-2023, 11:14 PM
Average return versus real return by Kennyt7 Started by Kennyt7, 06-13-2023, 11:02 AM	3 responses 164 views 0 likes	Last Post by Hank 06-13-2023, 12:52 PM
DB plan asset allocation advice by Easdds Started by Easdds, 06-07-2023, 07:29 AM	21 responses 401 views 0 likes	Last Post by litovskyassetmanagement 06-13-2023, 05:43 AM
TPA's by cstroud Started by cstroud, 06-09-2023, 12:49 PM	4 responses 199 views 0 likes	Last Post by White.Beard.Doc 06-13-2023, 03:31 AM
New job with no retirement by chomba Started by chomba, 06-11-2023, 10:53 PM	3 responses 200 views 0 likes	Last Post by jfoxcpacfp 06-12-2023, 12:43 AM
HSA rollover - best company in 2023? by Modulus Started by Modulus, 06-10-2023, 04:54 PM	5 responses 207 views 0 likes	Last Post by The White Coat Investor 06-11-2023, 06:42 PM
403(b)s inherited before Secure Act 2019 have RMDs? by index2max Started by index2max, 05-30-2023, 07:05 PM	5 responses 125 views 0 likes	Last Post by Tim 06-11-2023, 01:52 AM
Wife's John Hancok 401(k) Total Expenses by SteffanW Started by SteffanW, 05-22-2023, 05:12 PM	5 responses 252 views 0 likes	Last Post by litovskyassetmanagement 06-08-2023, 10:30 AM
Solo 401k by Midwestpeds Started by Midwestpeds, 04-29-2023, 04:25 AM	8 responses 267 views 0 likes	Last Post by spiritrider 06-07-2023, 08:13 PM
HSA Without Employer - Possible? by Dumbdoc123 Started by Dumbdoc123, 06-06-2023, 06:12 PM	2 responses 132 views 0 likes	Last Post by jfoxcpacfp 06-07-2023, 03:25 AM
Spouse solo 401k vs employer mega back door by anesatldoc Started by anesatldoc, 06-01-2023, 02:05 PM	5 responses 178 views 0 likes	Last Post by anesatldoc 06-06-2023, 05:39 AM
Emptying IRA by Migilito Started by Migilito, 06-03-2023, 02:37 PM	7 responses 252 views 0 likes	Last Post by Hank 06-04-2023, 04:12 AM
Profit Sharing Plan and Roth 401k by kev777zero Started by kev777zero, 05-31-2023, 06:21 AM	9 responses 262 views 0 likes	Last Post by jfoxcpacfp 06-03-2023, 01:39 AM
End of residency tax bomb? by eyeinvest Started by eyeinvest, 05-27-2023, 02:17 PM	12 responses 381 views 0 likes	Last Post by jfoxcpacfp 05-31-2023, 02:52 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	3 responses 159 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 514 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 213 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 106 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 426 views 0 likes	Last Post by jfoxcpacfp 05-25-2023, 05:24 AM
S Corp Minimum Salary to Max Out Solo 401k by Mountainhike Started by Mountainhike, 05-17-2023, 07:22 AM	8 responses 285 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 329 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 201 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 193 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	1 response 115 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 391 views 0 likes	Last Post by spiritrider 05-17-2023, 05:02 PM

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