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 1,230 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Is there a benefit in maxing out 401k early in the year? by lost Started by lost, 03-07-2018, 09:48 PM	12 responses 189 views 0 likes	Last Post by FIREshrink 03-08-2018, 03:05 AM
Paying taxes on an IRA to Roth IRA conversion by RU4SCUBA Started by RU4SCUBA, 03-06-2018, 08:44 AM	3 responses 22 views 0 likes	Last Post by jfoxcpacfp 03-07-2018, 07:34 PM
54k contribution limit by cheapasdoc Started by cheapasdoc, 03-07-2018, 03:19 AM	4 responses 54 views 0 likes	Last Post by FrequentFlyer 03-07-2018, 12:35 PM
Should I max out 401k first year out of residency by RosieQ Started by RosieQ, 03-07-2018, 03:04 AM	5 responses 212 views 0 likes	Last Post by spiritrider 03-07-2018, 05:17 AM
Paying State Taxes when converting 401k-->IRA-->Roth IRA? by JK Started by JK, 03-06-2018, 07:46 AM	1 response 20 views 0 likes	Last Post by jfoxcpacfp 03-06-2018, 11:06 PM
solo 401k is not an IRA by PTM Started by PTM, 03-06-2018, 07:24 AM	2 responses 26 views 0 likes	Last Post by cgossage 03-06-2018, 07:54 PM
New job, new 401k questions by rainwoman30 Started by rainwoman30, 03-04-2018, 12:52 AM	5 responses 20 views 0 likes	Last Post by jfoxcpacfp 03-05-2018, 03:38 AM
Does DFA justify the higher ER by jmac08 Started by jmac08, 03-04-2018, 10:50 AM	7 responses 124 views 0 likes	Last Post by Zaphod 03-04-2018, 09:48 PM
Rollover IRA in 2018, Backdoor Roth for 2017? by G Started by G, 03-04-2018, 09:37 PM	1 response 38 views 0 likes	Last Post by jfoxcpacfp 03-04-2018, 09:41 PM
New to Investing; Need IRA Help by RuralDoc1 Started by RuralDoc1, 03-01-2018, 12:22 PM	9 responses 29 views 0 likes	Last Post by jfoxcpacfp 03-04-2018, 09:37 PM
Are my practice and 1099 income an affiliated service group? by jacoavlu Started by jacoavlu, 03-01-2018, 12:22 PM	1 response 48 views 0 likes	Last Post by litovskyassetmanagement 03-04-2018, 09:01 PM
Need Advice for Backdoor IRA while using SEP IRA by DrDapper Started by DrDapper, 02-28-2018, 02:15 AM	19 responses 36 views 0 likes	Last Post by jacoavlu 03-04-2018, 01:40 AM
HSA question by pg59 Started by pg59, 03-03-2018, 01:25 AM	5 responses 25 views 0 likes	Last Post by billy 03-03-2018, 03:22 AM
Backdoor Roth IRA for 2017 by j990979 Started by j990979, 02-28-2018, 09:20 AM	11 responses 45 views 0 likes	Last Post by j990979 03-02-2018, 12:42 PM
form 8606 by TN Started by TN, 03-01-2018, 11:17 AM	2 responses 27 views 0 likes	Last Post by TN 03-02-2018, 10:19 AM
Roth IRA Help by DRMakinMoves Started by DRMakinMoves, 03-01-2018, 04:38 AM	5 responses 28 views 0 likes	Last Post by DRMakinMoves 03-01-2018, 06:42 AM
Roth IRA / Traditional IRA problem ! by AIdoc Started by AIdoc, 02-26-2018, 04:26 AM	11 responses 43 views 0 likes	Last Post by cgossage 02-28-2018, 10:48 PM
Backdoor Roth conversion logistics by OrthoInAL Started by OrthoInAL, 08-27-2017, 07:50 AM	19 responses 521 views 0 likes	Last Post by j990979 02-28-2018, 09:17 AM
Sticky situation regarding partnership Defined Benefit / Safe Harbor 401k funds by Molar Mechanic Started by Molar Mechanic, 11-11-2017, 06:13 AM	7 responses 43 views 0 likes	Last Post by litovskyassetmanagement 02-27-2018, 09:03 PM
Transferring backdoor Roth IRA to another brokerage by j990979 Started by j990979, 02-27-2018, 01:15 PM	0 responses 66 views 0 likes	Last Post by j990979 02-27-2018, 01:15 PM
Backdoor Roth and Roth 401k Limit by scurry Started by scurry, 02-27-2018, 07:40 AM	1 response 22 views 0 likes	Last Post by GasFIRE 02-27-2018, 08:55 AM
Help me choose options for 401K plan by rbloom1470 Started by rbloom1470, 02-27-2018, 08:04 AM	1 response 43 views 0 likes	Last Post by Lithium 02-27-2018, 08:07 AM
Starter's Porfolio Advice by OrthoDMD Started by OrthoDMD, 02-26-2018, 01:50 AM	8 responses 47 views 0 likes	Last Post by nachos31 02-26-2018, 10:40 AM
paying tax on a 403b to tIRA to Roth IRA conversion by DrRab Started by DrRab, 02-25-2018, 04:21 AM	5 responses 119 views 0 likes	Last Post by nachos31 02-26-2018, 10:32 AM
Backdoor Roth IRA Question by ooijianjia Started by ooijianjia, 02-26-2018, 10:30 AM	0 responses 17 views 0 likes	Last Post by ooijianjia 02-26-2018, 10:30 AM
Drive for Uber for Self-Employment Income by Arkad Started by Arkad, 02-24-2018, 10:25 PM	15 responses 77 views 0 likes	Last Post by Antares 02-26-2018, 10:21 AM
Trad. IRA, Backdoor, and Pro-rata...Need help unraveling my situation by jonce17 Started by jonce17, 02-23-2018, 06:31 PM	2 responses 29 views 0 likes	Last Post by Peds 02-25-2018, 07:28 AM
Need 2nd Opinion on practice 401k, CBP, Profit Sharing by OralMaxillofacial Started by OralMaxillofacial, 01-29-2018, 12:34 AM	26 responses 54 views 0 likes	Last Post by litovskyassetmanagement 02-25-2018, 05:01 AM
Can I still do a Back door IRA? by FIREoneDay Started by FIREoneDay, 12-26-2016, 04:14 AM	27 responses 130 views 0 likes	Last Post by DMFA 02-25-2018, 03:05 AM
Can I do a Backdoor Roth? by Moonlight Graham Started by Moonlight Graham, 02-23-2018, 11:08 PM	6 responses 25 views 0 likes	Last Post by FIREshrink 02-24-2018, 12:21 PM
401k Roth vs Vanguard Roth by FlermoenMD Started by FlermoenMD, 02-22-2018, 08:04 PM	5 responses 220 views 0 likes	Last Post by jhwkr542 02-24-2018, 04:11 AM
Help with allocations by Adrian Started by Adrian, 02-23-2018, 05:00 AM	5 responses 108 views 0 likes	Last Post by cgossage 02-24-2018, 02:34 AM
Trad IRA dilemma by unhcr2002 Started by unhcr2002, 01-26-2018, 08:34 AM	31 responses 41 views 0 likes	Last Post by jfoxcpacfp 02-23-2018, 08:11 PM
Locums work as W2 - Can I open a solo 401k? by Mko Started by Mko, 02-23-2018, 07:38 PM	1 response 105 views 0 likes	Last Post by jfoxcpacfp 02-23-2018, 07:42 PM
solo 401k by Flyover Started by Flyover, 02-18-2018, 06:36 AM	5 responses 22 views 0 likes	Last Post by Adrian 02-23-2018, 05:06 AM
Backdoor Roth Conversion with co-mingled IRA assets (post-tax) by afenster Started by afenster, 02-22-2018, 07:20 AM	7 responses 148 views 0 likes	Last Post by afenster 02-23-2018, 12:16 AM
TIRA to HSA Rollover by G Started by G, 02-22-2018, 03:50 AM	2 responses 44 views 0 likes	Last Post by G 02-22-2018, 08:27 AM
457B by Amadeus Started by Amadeus, 02-21-2018, 03:31 AM	6 responses 51 views 0 likes	Last Post by jfoxcpacfp 02-22-2018, 05:25 AM
403b and pro-rata? by FIRE999 Started by FIRE999, 02-21-2018, 11:08 PM	3 responses 55 views 0 likes	Last Post by Peds 02-22-2018, 02:17 AM
What is "Safe-Harbor"? by huskie92 Started by huskie92, 02-20-2018, 11:13 PM	8 responses 28 views 0 likes	Last Post by litovskyassetmanagement 02-22-2018, 12:47 AM
Rollover IRA and backdoor roth by FIRE999 Started by FIRE999, 02-21-2018, 11:28 PM	6 responses 39 views 0 likes	Last Post by FIRE999 02-22-2018, 12:25 AM
403B question by tmh2018 Started by tmh2018, 02-21-2018, 05:22 AM	1 response 19 views 0 likes	Last Post by jfoxcpacfp 02-21-2018, 05:24 AM
solo 401k by Otodoc Started by Otodoc, 02-18-2018, 07:00 AM	4 responses 32 views 0 likes	Last Post by litovskyassetmanagement 02-20-2018, 12:33 AM
Simple IRA or 401(k) for office retirement plan? by slagerdds Started by slagerdds, 02-19-2018, 07:46 PM	2 responses 40 views 0 likes	Last Post by litovskyassetmanagement 02-20-2018, 12:27 AM
SEP IRA and 401k from same PLLC by Kevvv Started by Kevvv, 02-16-2018, 01:57 AM	4 responses 173 views 0 likes	Last Post by litovskyassetmanagement 02-20-2018, 12:23 AM
First backdoor roth attempt by huskie92 Started by huskie92, 02-12-2018, 11:06 PM	11 responses 70 views 0 likes	Last Post by huskie92 02-19-2018, 04:56 AM
Solo 401(k) by nolamd84 Started by nolamd84, 02-16-2018, 08:06 PM	7 responses 25 views 0 likes	Last Post by pistolpete 02-19-2018, 01:54 AM
No Form 1099-R? by huskie92 Started by huskie92, 02-19-2018, 12:13 AM	0 responses 26 views 0 likes	Last Post by huskie92 02-19-2018, 12:13 AM
1099 income and retirement contributions. by lernd Started by lernd, 02-18-2018, 01:10 PM	1 response 28 views 0 likes	Last Post by spiritrider 02-18-2018, 09:43 PM
HSA dilemma by PTM Started by PTM, 02-16-2018, 03:08 AM	11 responses 36 views 0 likes	Last Post by jfoxcpacfp 02-18-2018, 12:32 AM

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