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 1,898 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Backdoor Roth IRA Tax Question by podgi237 Started by podgi237, 01-30-2019, 12:50 AM	6 responses 95 views 0 likes	Last Post by podgi237 01-30-2019, 02:02 AM
Maybe dumb question about solo 401k by xraygoggles Started by xraygoggles, 01-28-2019, 03:00 PM	10 responses 46 views 0 likes	Last Post by xraygoggles 01-30-2019, 01:43 AM
Help with Defined Benefit Fund(s) by BowelDr Started by BowelDr, 01-29-2019, 11:42 AM	10 responses 46 views 0 likes	Last Post by litovskyassetmanagement 01-29-2019, 10:35 PM
Somewhat complicated Backdoor Roth IRA question by Hawkeye225 Started by Hawkeye225, 01-29-2019, 10:14 AM	12 responses 131 views 0 likes	Last Post by jacoavlu 01-29-2019, 10:05 PM
Roth IRA tax forms? by Bonez Started by Bonez, 01-28-2019, 10:04 AM	5 responses 40 views 0 likes	Last Post by Bonez 01-29-2019, 08:28 AM
Insights from a small town accountant by llessac15 Started by llessac15, 01-25-2019, 05:33 AM	105 responses 319 views 0 likes	Last Post by White.Beard.Doc 01-29-2019, 07:45 AM
Changing retirement plan away from Valic at new job? by Rubbadubbss Started by Rubbadubbss, 01-28-2019, 04:12 AM	13 responses 165 views 0 likes	Last Post by 15hrsaday 01-29-2019, 04:13 AM
Can you have max out a 401k and have a SEP-IRA? by wvwckarate Started by wvwckarate, 01-25-2019, 09:17 PM	13 responses 71 views 0 likes	Last Post by Peds 01-28-2019, 03:55 AM
Should I make my 2019 roth contributions now or wait by Indest Started by Indest, 01-27-2019, 08:32 AM	17 responses 52 views 0 likes	Last Post by CordMcNally 01-28-2019, 12:10 AM
Roth solo401k by docnews Started by docnews, 01-26-2019, 03:15 AM	8 responses 31 views 0 likes	Last Post by docnews 01-27-2019, 10:41 AM
Allowed extra 401 k? by Avefenix Started by Avefenix, 01-26-2019, 02:30 AM	5 responses 62 views 0 likes	Last Post by jacoavlu 01-27-2019, 06:41 AM
Roth IRA, Traditional IRA, and Vanguard Federal Money Market by Sojourner MD Started by Sojourner MD, 01-27-2019, 04:45 AM	4 responses 54 views 0 likes	Last Post by Gamma Knives 01-27-2019, 06:24 AM
Multiple 401(k) rules questions by bababrown Started by bababrown, 01-24-2019, 07:06 AM	9 responses 114 views 0 likes	Last Post by litovskyassetmanagement 01-27-2019, 05:45 AM
New Physician, wait to invest?? by Badapplestix Started by Badapplestix, 01-25-2019, 02:54 AM	9 responses 58 views 0 likes	Last Post by Badapplestix 01-26-2019, 01:52 PM
M4 student making 2019 Roth IRA contributions. Best course of action? by zzzcor Started by zzzcor, 01-25-2019, 09:13 AM	10 responses 63 views 0 likes	Last Post by zzzcor 01-26-2019, 03:06 AM
Setting up Solo 401K by JoeSmith Started by JoeSmith, 03-17-2017, 04:08 AM	30 responses 1,868 views 0 likes	Last Post by hds 01-26-2019, 12:42 AM
Backdoor Roth: A few simple questions. by Ykcor Started by Ykcor, 01-19-2019, 09:50 PM	13 responses 70 views 0 likes	Last Post by ZZZ 01-25-2019, 07:37 AM
Can\'t find a tax person to explain this roth conversion issue, please help. by russiandoc Started by russiandoc, 01-24-2019, 08:34 PM	6 responses 39 views 0 likes	Last Post by jacoavlu 01-24-2019, 11:12 PM
Backdoor Roth rookie mistake and advice by TechByron Started by TechByron, 01-16-2019, 06:20 AM	31 responses 171 views 0 likes	Last Post by TechByron 01-24-2019, 10:15 PM
Did I screw up my backdoor roth? by green1237 Started by green1237, 01-24-2019, 07:40 AM	3 responses 25 views 0 likes	Last Post by Peds 01-24-2019, 09:02 PM
25 bucks on a 1099R by bean1970 Started by bean1970, 01-24-2019, 08:13 PM	3 responses 35 views 0 likes	Last Post by Tim 01-24-2019, 08:37 PM
Vanguard Brokerage Account Delays for Backdoor Roth by Larry Ragman Started by Larry Ragman, 01-15-2019, 06:35 PM	13 responses 97 views 0 likes	Last Post by Larry Ragman 01-24-2019, 08:13 AM
A Tale of Two Backdoors. + Commingle? by Tangler Started by Tangler, 01-24-2019, 04:17 AM	0 responses 37 views 0 likes	Last Post by Tangler 01-24-2019, 04:17 AM
Solo 401k compliance and paperwork by natashaa71 Started by natashaa71, 01-22-2019, 04:00 AM	2 responses 44 views 0 likes	Last Post by natashaa71 01-22-2019, 11:25 PM
accidentally contributed directly to roth IRA instead of traditional to roth by FCP Started by FCP, 01-22-2019, 04:41 AM	1 response 43 views 0 likes	Last Post by Peds 01-22-2019, 04:43 AM
SEP-IRA and Traditional IRA Question by WorkforFIRE Started by WorkforFIRE, 01-19-2019, 01:52 AM	14 responses 47 views 0 likes	Last Post by jacoavlu 01-20-2019, 01:46 AM
401k for sole proprietor by xraygoggles Started by xraygoggles, 01-19-2019, 07:58 AM	6 responses 159 views 0 likes	Last Post by spiritrider 01-19-2019, 11:21 PM
1099-R for Rollover IRA to Roth conversion by cajundoc Started by cajundoc, 01-18-2019, 05:58 AM	6 responses 93 views 0 likes	Last Post by Faithful Steward 01-19-2019, 12:44 AM
401k rollover and funds transfer by mlc7 Started by mlc7, 01-16-2019, 10:07 AM	3 responses 114 views 0 likes	Last Post by Faithful Steward 01-19-2019, 12:28 AM
Age 48. Our company now has a Roth 401k. Switch it right? by burritos Started by burritos, 01-18-2019, 12:19 AM	22 responses 80 views 0 likes	Last Post by burritos 01-18-2019, 11:54 PM
Yet another backdoor question by Adrian Started by Adrian, 01-16-2019, 06:53 AM	14 responses 51 views 0 likes	Last Post by Alrg Doc 01-18-2019, 10:36 PM
two jobs two 401K's question by Gubmentdoc Started by Gubmentdoc, 01-18-2019, 04:36 AM	1 response 18 views 0 likes	Last Post by jacoavlu 01-18-2019, 06:59 AM
"All assets" in governmental 457B and solo Roth 401K? by Snag75 Started by Snag75, 01-17-2019, 11:13 AM	2 responses 44 views 0 likes	Last Post by Snag75 01-17-2019, 01:15 PM
457b by Drop it into MD Started by Drop it into MD, 01-14-2019, 08:41 PM	15 responses 54 views 0 likes	Last Post by BlueCollarMD 01-16-2019, 09:25 PM
Back door ROTH IRA by baulahaMD Started by baulahaMD, 01-16-2019, 08:17 PM	3 responses 20 views 0 likes	Last Post by ENT Doc 01-16-2019, 09:01 PM
Roth v. Trad for retiring USAF colonel w/30 years active duty by USAFperio Started by USAFperio, 01-14-2019, 10:10 PM	6 responses 58 views 0 likes	Last Post by USAFperio 01-16-2019, 02:51 PM
Keogh plan converted to traditional IRA, then converted to Roth? by Rose Boy Started by Rose Boy, 01-15-2019, 10:19 PM	3 responses 74 views 0 likes	Last Post by Rose Boy 01-16-2019, 10:34 AM
TIAA Traditional Annuity by Adrian Started by Adrian, 01-16-2019, 04:47 AM	2 responses 354 views 0 likes	Last Post by Peds 01-16-2019, 05:32 AM
Past employment 403B by Drop it into MD Started by Drop it into MD, 01-15-2019, 04:22 AM	4 responses 33 views 0 likes	Last Post by Drop it into MD 01-15-2019, 11:15 PM
Is Vanguard removing their ability to do backdoor Roth IRA? by n8henrie Started by n8henrie, 11-05-2018, 05:37 AM	7 responses 70 views 0 likes	Last Post by n8henrie 01-15-2019, 03:40 PM
sweep accounts for 401k/457b by Muaddib Started by Muaddib, 01-12-2019, 11:14 PM	4 responses 70 views 0 likes	Last Post by jacoavlu 01-15-2019, 10:47 AM
Engaged - married this year. Fund a Roth for fiance before tying the knot by WizardOfGauze Started by WizardOfGauze, 01-14-2019, 09:11 PM	5 responses 29 views 0 likes	Last Post by BCBiker 01-14-2019, 11:37 PM
Can I have too much pre-tax savings? by huskie92 Started by huskie92, 01-13-2019, 05:47 AM	16 responses 188 views 0 likes	Last Post by Drop it into MD 01-14-2019, 05:14 AM
Multiple 401k/403b contributions by jharpool Started by jharpool, 01-13-2019, 01:31 AM	3 responses 47 views 0 likes	Last Post by jfoxcpacfp 01-14-2019, 03:30 AM
New Attending 401k investment options -- input appreciated by jaydoc24 Started by jaydoc24, 01-08-2019, 09:18 PM	5 responses 32 views 0 likes	Last Post by jaydoc24 01-13-2019, 01:38 AM
Backdooor Roth IRA question by redsand Started by redsand, 01-13-2019, 12:57 AM	3 responses 17 views 0 likes	Last Post by CordMcNally 01-13-2019, 01:30 AM
Advice on Personal Choice Retirement Account by warreng Started by warreng, 01-12-2019, 10:47 AM	4 responses 39 views 0 likes	Last Post by warreng 01-12-2019, 11:25 PM
Stable Value Funds for a steady stream of cash during down markets by markonriver Started by markonriver, 01-06-2019, 10:07 PM	6 responses 112 views 0 likes	Last Post by jz 01-12-2019, 01:31 AM
SEP-IRA and backdoor Roth by familydocPA Started by familydocPA, 01-11-2019, 11:17 PM	2 responses 25 views 0 likes	Last Post by jfoxcpacfp 01-12-2019, 01:20 AM
Roth vs Traditional 403B by llshan Started by llshan, 01-09-2019, 11:54 AM	8 responses 327 views 0 likes	Last Post by WallStreetPhysician 01-11-2019, 09:32 PM

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