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, 03:25 AM	0 responses 1,116 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:25 AM
Thoughts on Transferring HSAs by GUdoc Started by GUdoc, 01-17-2021, 11:57 AM	2 responses 132 views 0 likes	Last Post by Lithium 01-17-2021, 01:43 PM
Do robust solo 401(k) features really matter? by creeker Started by creeker, 01-15-2021, 09:08 PM	6 responses 119 views 0 likes	Last Post by creeker 01-16-2021, 11:06 AM
Backdoor Roth/RMD Conundrum..... by Ykcor Started by Ykcor, 01-15-2021, 08:23 PM	14 responses 130 views 0 likes	Last Post by jfoxcpacfp 01-16-2021, 09:21 AM
Portfolio Preparation by PNWFIRE Started by PNWFIRE, 01-15-2021, 04:58 PM	2 responses 101 views 0 likes	Last Post by PNWFIRE 01-16-2021, 09:18 AM
401K conversion to ROTH by DoctorQuestion Started by DoctorQuestion, 01-14-2021, 01:56 PM	2 responses 124 views 0 likes	Last Post by jfoxcpacfp 01-14-2021, 05:22 PM
Nomenclature question by VentAlarm Started by VentAlarm, 01-12-2021, 01:48 PM	15 responses 271 views 0 likes	Last Post by VentAlarm 01-13-2021, 09:39 AM
Spousal IRA and Vanguard by psych007 Started by psych007, 01-05-2021, 12:59 PM	7 responses 215 views 0 likes	Last Post by psych007 01-12-2021, 09:13 AM
Simple Backdoor Roth Question by MrWonderful Started by MrWonderful, 01-12-2021, 06:47 AM	2 responses 111 views 0 likes	Last Post by jfoxcpacfp 01-12-2021, 08:11 AM
FIRE with tax deferred accounts by uksho Started by uksho, 01-10-2021, 10:10 PM	7 responses 368 views 0 likes	Last Post by uksho 01-11-2021, 07:39 PM
South Carolina State optional retirement program by umdoctor09 Started by umdoctor09, 01-11-2021, 03:03 PM	3 responses 109 views 0 likes	Last Post by jfoxcpacfp 01-11-2021, 06:50 PM
Maxing Multiple 401ks - $114+? by Aaron239 Started by Aaron239, 01-09-2021, 12:44 PM	7 responses 245 views 0 likes	Last Post by jfoxcpacfp 01-11-2021, 06:45 PM
Backdoor Roth IRA and Form 8606 Line 8 by ddoc79 Started by ddoc79, 12-24-2020, 08:17 AM	2 responses 154 views 0 likes	Last Post by jellowars 01-11-2021, 11:01 AM
Employer refusing a corrective distribution for excessive deferral to my 403(b) by TechnoDonut Started by TechnoDonut, 12-22-2020, 07:12 PM	3 responses 157 views 0 likes	Last Post by spiritrider 01-11-2021, 10:03 AM
traditional or Roth 401(a) by Ju Started by Ju, 01-10-2021, 10:41 AM	6 responses 109 views 0 likes	Last Post by Tim 01-10-2021, 09:35 PM
Closed: Tax implications of REITs in HSA by jellowars Started by jellowars, 01-09-2021, 06:16 PM	3 responses 112 views 0 likes	Last Post by Peds 01-10-2021, 08:27 AM
Military Pension + 1099 Income with a high income spouse by Daustin Started by Daustin, 01-09-2021, 06:19 PM	3 responses 110 views 0 likes	Last Post by BruinBones 01-10-2021, 07:08 AM
Traditional vs Roth IRA/403b as resident with large moonlighting and REPAYE? by axiomatic Started by axiomatic, 01-09-2021, 11:47 AM	3 responses 55 views 0 likes	Last Post by axiomatic 01-09-2021, 01:51 PM
Solo 401k on top of employer 401k by xcoldricex Started by xcoldricex, 01-06-2021, 12:45 PM	2 responses 121 views 0 likes	Last Post by jfoxcpacfp 01-09-2021, 07:24 AM
Taxable Accounts (Which company?) by MrDuxworth Started by MrDuxworth, 01-08-2021, 11:09 AM	4 responses 207 views 0 likes	Last Post by jfoxcpacfp 01-09-2021, 07:14 AM
Roth 403b rollover into roth IRA questions by skitelz Started by skitelz, 01-08-2021, 09:38 AM	9 responses 109 views 0 likes	Last Post by spiritrider 01-08-2021, 07:43 PM
Solo 401k for 1 year only? by MSooner Started by MSooner, 01-08-2021, 01:57 PM	4 responses 94 views 0 likes	Last Post by MSooner 01-08-2021, 05:21 PM
No expense ratio actively managed fund? by usp1stm Started by usp1stm, 01-06-2021, 05:28 PM	4 responses 148 views 0 likes	Last Post by PhysicianOnFIRE 01-07-2021, 12:09 PM
It's 7 minutes after midnight, January 1, and Vanguard rejected my IRA contribution! by FIREshrink Started by FIREshrink, 12-31-2020, 10:15 PM	60 responses 1,574 views 0 likes	Last Post by jacoavlu 01-06-2021, 09:33 PM
Solo 401k Contribution Dates by happydoc90 Started by happydoc90, 01-06-2021, 12:23 PM	5 responses 134 views 0 likes	Last Post by spiritrider 01-06-2021, 07:38 PM
SEP IRA Contribution by gkid650 Started by gkid650, 01-05-2021, 01:43 PM	1 response 51 views 0 likes	Last Post by DavidGlennCPA 01-05-2021, 02:47 PM
Selling practice in 2021: roth or traditional?? by triad Started by triad, 01-04-2021, 04:36 PM	0 responses 98 views 0 likes	Last Post by triad 01-04-2021, 04:36 PM
Investing priorities? by jfoxcpacfp Started by jfoxcpacfp, 01-04-2021, 06:15 AM	7 responses 245 views 0 likes	Last Post by Larry Ragman 01-04-2021, 11:09 AM
Add to my Cash Balance Plan vs Taxable Account? by veagudoc Started by veagudoc, 12-28-2020, 08:04 PM	9 responses 255 views 0 likes	Last Post by jacoavlu 01-03-2021, 07:22 PM
Robo Advisors by shayanbruin Started by shayanbruin, 01-02-2021, 05:27 PM	2 responses 120 views 0 likes	Last Post by jacoavlu 01-02-2021, 07:12 PM
Pro Rata and $0 dollars in IRA by shayanbruin Started by shayanbruin, 12-28-2020, 10:33 AM	4 responses 136 views 0 likes	Last Post by shayanbruin 01-02-2021, 05:54 PM
Moving money out of retirement accounts, advice about order of moving accounts by EM_INDY Started by EM_INDY, 11-04-2020, 09:20 AM	6 responses 308 views 0 likes	Last Post by EM_INDY 01-02-2021, 01:27 PM
I have an IRA/Can I do Backdoor by sheilayvette Started by sheilayvette, 12-31-2020, 08:34 AM	5 responses 148 views 0 likes	Last Post by jfoxcpacfp 01-02-2021, 08:11 AM
Excess Roth Contribution, what to do when MAGI increased above limit? by ihouari Started by ihouari, 11-19-2020, 08:27 PM	6 responses 171 views 0 likes	Last Post by jfoxcpacfp 01-02-2021, 07:22 AM
No pension/401k offered by employer by orthowife Started by orthowife, 12-28-2020, 08:26 AM	17 responses 343 views 0 likes	Last Post by jfoxcpacfp 01-02-2021, 07:09 AM
potential dumb Roth mistake by Brains428 Started by Brains428, 01-01-2021, 08:45 PM	3 responses 136 views 0 likes	Last Post by Brains428 01-01-2021, 10:43 PM
403B Rollover/New Employer 401K Question by Sean184 Started by Sean184, 01-01-2021, 07:38 PM	3 responses 51 views 0 likes	Last Post by Sean184 01-01-2021, 08:11 PM
Cashing out Non Qualified Retirement Plan - How to save on taxes? by ERMD Started by ERMD, 12-31-2020, 12:57 PM	7 responses 134 views 0 likes	Last Post by jfoxcpacfp 01-01-2021, 10:47 AM
Maximum contribution by Lordosis Started by Lordosis, 12-31-2020, 09:09 AM	19 responses 384 views 0 likes	Last Post by Brains428 01-01-2021, 08:34 AM
Yet another Backdoor Roth IRA question.. by Gavanshir Started by Gavanshir, 12-30-2020, 07:04 AM	5 responses 148 views 0 likes	Last Post by Peds 12-31-2020, 08:04 AM
Basic retirement questions...year end contributions and account types by Flexornaculum Started by Flexornaculum, 12-31-2020, 06:18 AM	2 responses 89 views 0 likes	Last Post by artemis 12-31-2020, 07:44 AM
Overcontribution to 401k/403b, please advise best course of action by xilex Started by xilex, 12-29-2020, 11:54 AM	6 responses 158 views 0 likes	Last Post by spiritrider 12-30-2020, 06:10 PM
Back door Roth IRA by pmatar Started by pmatar, 12-26-2020, 10:38 PM	7 responses 214 views 0 likes	Last Post by pmatar 12-29-2020, 10:02 PM
Can someone explain a backdoor Roth to me like I'm a child? by Behind the Curve Started by Behind the Curve, 12-10-2020, 10:56 AM	20 responses 706 views 0 likes	Last Post by artemis 12-29-2020, 09:37 PM
Rollover IRA question by STATscans Started by STATscans, 12-29-2020, 08:18 AM	11 responses 108 views 0 likes	Last Post by artemis 12-29-2020, 06:25 PM
Using a SEP IRA to do a back door Roth by shayanbruin Started by shayanbruin, 12-29-2020, 06:14 AM	3 responses 71 views 0 likes	Last Post by racelari 12-29-2020, 04:05 PM
Rebalancing with Mixed Sources by LazerBeams Started by LazerBeams, 12-29-2020, 06:47 AM	6 responses 70 views 0 likes	Last Post by Andrew Musbach 12-29-2020, 03:09 PM
Roth Conversion and Backdoor Roth Contribution Timing by lst790 Started by lst790, 12-29-2020, 08:36 AM	5 responses 110 views 0 likes	Last Post by spiritrider 12-29-2020, 10:27 AM
Am I in the process of screwing up my backdoor roth right now? by Rutherford Started by Rutherford, 12-29-2020, 07:39 AM	6 responses 114 views 0 likes	Last Post by artemis 12-29-2020, 08:31 AM
Question about retirement account rollovers by Indest Started by Indest, 12-28-2020, 03:08 PM	9 responses 126 views 0 likes	Last Post by Nysoz 12-29-2020, 06:16 AM
Solo 401k employee contribution question by JT439 Started by JT439, 12-27-2020, 08:16 AM	9 responses 150 views 0 likes	Last Post by spiritrider 12-28-2020, 10:33 PM

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