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	184 responses 8,939 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 2,313 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Inadvertant Over-contribution to Roth by NSRCT Started by NSRCT, 02-15-2023, 10:35 PM	5 responses 102 views 0 likes	Last Post by Tim 02-17-2023, 07:08 AM
8606 IRS Form Question by M.E Started by M.E, 02-16-2023, 04:50 PM	2 responses 135 views 0 likes	Last Post by Larry Ragman 02-17-2023, 06:44 AM
New EIN for Solo 401k by zuma35 Started by zuma35, 02-11-2023, 05:14 PM	2 responses 122 views 1 like	Last Post by jfoxcpacfp 02-16-2023, 12:39 AM
So I'm having to pay the Pro-rata for 2021 and 2022 Backdoor Roth. by Ykcor Started by Ykcor, 02-12-2023, 06:12 PM	19 responses 371 views 0 likes	Last Post by jfoxcpacfp 02-16-2023, 12:09 AM
Recharacterization of Roth IRA contributions for 2022 and 2023 by AY12 Started by AY12, 02-14-2023, 08:37 PM	4 responses 162 views 0 likes	Last Post by GasFIRE 02-15-2023, 06:43 PM
Survey Side Gig and solo401K by RPW25 Started by RPW25, 02-15-2023, 08:19 AM	2 responses 73 views 0 likes	Last Post by RPW25 02-15-2023, 08:48 AM
401k plan and cyber insurance by ShredtheGnar Started by ShredtheGnar, 02-11-2023, 06:17 AM	19 responses 185 views 0 likes	Last Post by litovskyassetmanagement 02-14-2023, 05:45 AM
Too good to be true? by Pmrdoc46 Started by Pmrdoc46, 02-08-2023, 08:33 PM	21 responses 686 views 0 likes	Last Post by litovskyassetmanagement 02-14-2023, 05:16 AM
Spouse contribution questions for a sole prop, solo 401k by masterofboards Started by masterofboards, 02-12-2023, 12:48 AM	5 responses 148 views 0 likes	Last Post by masterofboards 02-13-2023, 04:41 PM
Doing a backdoor roth IRA while having a pre-existing sep-IRA and roth-IRA by AY12 Started by AY12, 02-04-2023, 04:29 PM	15 responses 278 views 0 likes	Last Post by spiritrider 02-13-2023, 03:07 PM
Roll from SEP IRA to a different Entity s401K? by Ushdadude Started by Ushdadude, 03-09-2021, 11:53 AM	9 responses 161 views 0 likes	Last Post by spiritrider 02-12-2023, 03:37 PM
Double taxing on 401(k) excess contributions that were timely withdrawn? by themaybeTB Started by themaybeTB, 02-05-2023, 07:50 AM	2 responses 104 views 0 likes	Last Post by themaybeTB 02-11-2023, 03:20 PM
Correcting excess HSA contribution clarity by Bmac Started by Bmac, 02-05-2023, 07:56 PM	7 responses 194 views 1 like	Last Post by spiritrider 02-11-2023, 01:02 PM
i401(k) Contributions by agwalker Started by agwalker, 02-07-2023, 11:05 PM	16 responses 260 views 0 likes	Last Post by spiritrider 02-10-2023, 06:23 PM
Vanguard Roll over by Midwestpeds Started by Midwestpeds, 02-09-2023, 07:02 PM	6 responses 162 views 0 likes	Last Post by Larry Ragman 02-10-2023, 05:35 PM
Non-governmental 457(b) lump sum distribution problem by Inthewoods99 Started by Inthewoods99, 02-05-2023, 10:48 PM	24 responses 416 views 0 likes	Last Post by Larry Ragman 02-10-2023, 03:12 PM
TSP rollovers by mkintx Started by mkintx, 02-07-2023, 05:41 AM	3 responses 114 views 0 likes	Last Post by mkintx 02-10-2023, 02:44 PM
Starting a Solo 401k by MadUroDad Started by MadUroDad, 02-08-2023, 05:50 PM	6 responses 165 views 0 likes	Last Post by spiritrider 02-09-2023, 08:03 PM
Question of back door roth by M&M Started by M&M, 02-07-2023, 01:22 PM	9 responses 170 views 0 likes	Last Post by jfoxcpacfp 02-09-2023, 03:50 AM
What ETFs would you recommend for use in an HSA? by drspikemd Started by drspikemd, 02-08-2023, 05:22 PM	2 responses 117 views 0 likes	Last Post by disneydoc 02-08-2023, 06:35 PM
Dividend income by Pmrdoc46 Started by Pmrdoc46, 02-08-2023, 01:20 PM	7 responses 226 views 0 likes	Last Post by Pmrdoc46 02-08-2023, 05:14 PM
HSA questions and HELP! by investmentnewguy Started by investmentnewguy, 02-07-2023, 03:37 PM	7 responses 177 views 0 likes	Last Post by investmentnewguy 02-08-2023, 08:40 AM
Solo 401k eligibility / spousal issue by jgmd Started by jgmd, 02-06-2023, 11:11 AM	2 responses 85 views 0 likes	Last Post by spiritrider 02-08-2023, 06:18 AM
New EIN number for solo 401K with household employee? by Nervous_Water Started by Nervous_Water, 04-27-2021, 12:46 PM	5 responses 179 views 0 likes	Last Post by spiritrider 02-08-2023, 06:05 AM
Mistake with rolling over traditional IRA to solo 401K by sunshine23 Started by sunshine23, 01-08-2023, 03:28 PM	15 responses 330 views 0 likes	Last Post by spiritrider 02-07-2023, 04:09 PM
Consultant for Retirement Plan Creation at rural independent hospital by jeol Started by jeol, 02-02-2023, 11:30 AM	4 responses 140 views 1 like	Last Post by litovskyassetmanagement 02-07-2023, 07:00 AM
Financial Advisor for workplace retirement plan for small practice by GUBBY Started by GUBBY, 02-06-2023, 06:39 AM	3 responses 101 views 0 likes	Last Post by litovskyassetmanagement 02-06-2023, 03:15 PM
Backdoor roth, traditional and simple by DoctorDollar Started by DoctorDollar, 02-04-2023, 03:58 PM	6 responses 147 views 0 likes	Last Post by spiritrider 02-06-2023, 12:33 PM
Roth Conversion of stock ETF at a loss vs conversion of cash by JRB Started by JRB, 12-15-2022, 07:18 PM	6 responses 119 views 0 likes	Last Post by spiritrider 02-06-2023, 07:27 AM
Roth IRA for Kid? by brokeradiologist Started by brokeradiologist, 02-04-2023, 01:15 PM	20 responses 405 views 0 likes	Last Post by ObgynMD 02-06-2023, 06:57 AM
iShares Small Value ETF vs Fidelity Small Value Index Fund in HSA by NYPEMDoc Started by NYPEMDoc, 02-05-2023, 11:33 AM	1 response 85 views 0 likes	Last Post by bovie 02-05-2023, 12:11 PM
Rollover and then Backdoor Roth? by Mr. Frugal Started by Mr. Frugal, 02-03-2023, 09:45 AM	3 responses 132 views 0 likes	Last Post by Mr. Frugal 02-04-2023, 09:55 AM
HSA bank problems - possible to transfer stored receipts? by 19thHole Started by 19thHole, 01-27-2023, 07:59 AM	14 responses 224 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 06:16 AM
Solo 401k by austin631 Started by austin631, 02-02-2023, 04:00 PM	4 responses 130 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 06:01 AM
Getting Rid of IRA Accounts to Use Backdoor Roth IRA and avoid Pro Rata? by bwkuiper Started by bwkuiper, 02-03-2023, 04:47 AM	1 response 88 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 05:15 AM
401k vs 403b if both are offered by NY_GU Started by NY_GU, 02-01-2023, 12:19 PM	8 responses 245 views 0 likes	Last Post by spiritrider 02-02-2023, 09:09 PM
Solo 401k. Moving from a small business owner to an independent contractor. by Iamdoc Started by Iamdoc, 02-02-2023, 03:07 AM	7 responses 126 views 0 likes	Last Post by spiritrider 02-02-2023, 09:00 PM
Back door Roth plus 401k rollover by Glorified Carpenter Started by Glorified Carpenter, 02-02-2023, 02:06 PM	2 responses 78 views 0 likes	Last Post by spiritrider 02-02-2023, 07:14 PM
Form 1040 Line 4a by Curious George Started by Curious George, 02-01-2023, 08:47 AM	3 responses 99 views 0 likes	Last Post by The White Coat Investor 02-01-2023, 04:51 PM
Backdoor Roth/Recharacterization Help by lurts24 Started by lurts24, 01-30-2023, 02:03 PM	6 responses 153 views 0 likes	Last Post by spiritrider 01-31-2023, 08:37 PM
Self-Employed 401k Excess Contribution -- Help? :( by Hopsadoodle Started by Hopsadoodle, 01-30-2023, 01:24 PM	5 responses 162 views 0 likes	Last Post by spiritrider 01-31-2023, 08:09 PM
Backdoor Roth IRA 2023 contribution limit by Glorified Carpenter Started by Glorified Carpenter, 01-15-2023, 06:38 PM	7 responses 453 views 0 likes	Last Post by bovie 01-30-2023, 04:00 PM
Inherited Roth IRA (non-spousal) question by DivotDoc Started by DivotDoc, 01-28-2023, 11:45 AM	13 responses 222 views 0 likes	Last Post by dennis 01-30-2023, 01:23 AM
457b contribution limit by happydoc90 Started by happydoc90, 01-29-2023, 10:52 AM	5 responses 173 views 0 likes	Last Post by Tim 01-29-2023, 02:44 PM
exactly how much can my daughter contribute to a Roth IRA? by FIREshrink Started by FIREshrink, 01-26-2023, 05:41 PM	6 responses 288 views 0 likes	Last Post by MPMD 01-28-2023, 12:22 PM
Retirement plan review by dca5a Started by dca5a, 01-25-2023, 06:07 AM	9 responses 466 views 0 likes	Last Post by Tim 01-26-2023, 06:31 AM
SEP IRA to i401k by thepaul17 Started by thepaul17, 01-25-2023, 02:51 PM	2 responses 101 views 0 likes	Last Post by jfoxcpacfp 01-26-2023, 12:42 AM
Retirement Contributions Switching Jobs by Jim90220 Started by Jim90220, 01-23-2023, 06:40 PM	12 responses 262 views 0 likes	Last Post by spiritrider 01-25-2023, 07:55 PM
Just Starting... by bite Started by bite, 08-31-2022, 08:46 AM	12 responses 511 views 0 likes	Last Post by kmelton 01-25-2023, 01:58 PM
401 mess up! - Roth conversion or let it ride? by IRM Started by IRM, 01-24-2023, 07:19 AM	6 responses 132 views 0 likes	Last Post by ERRES2288 01-24-2023, 06:04 PM

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