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 1,891 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Deadline for 401k contributions for 2018? by dermie Started by dermie, 12-21-2018, 12:31 AM	10 responses 54 views 0 likes	Last Post by spiritrider 01-10-2019, 12:54 PM
Finally an owner ... late to retirement planning ... where to? by ThruTheForrest Started by ThruTheForrest, 01-09-2019, 02:45 AM	11 responses 36 views 0 likes	Last Post by litovskyassetmanagement 01-10-2019, 03:44 AM
Multiple 403b/457b accounts, Max Contributions >50 y/o by huruta Started by huruta, 01-08-2019, 05:36 AM	7 responses 71 views 0 likes	Last Post by huruta 01-09-2019, 11:13 PM
Allocation of employer retirement contribution before it becomes vested by AbenaK Started by AbenaK, 01-02-2019, 11:21 PM	5 responses 37 views 0 likes	Last Post by AbenaK 01-09-2019, 09:09 PM
New SEP IRA account & investments - newbie needs guidance by tintin Started by tintin, 01-07-2019, 08:48 PM	7 responses 32 views 0 likes	Last Post by jfoxcpacfp 01-09-2019, 08:51 PM
moving to Vanguard...looking for advice by ChrisH Started by ChrisH, 01-09-2019, 02:02 AM	3 responses 47 views 0 likes	Last Post by Bmac 01-09-2019, 09:21 AM
Mutual funds with 5.75 Load? - Rollover IRA options by tintin Started by tintin, 01-06-2019, 10:30 PM	39 responses 82 views 0 likes	Last Post by ChadCFP 01-09-2019, 12:55 AM
Solo Roth 401k asset allocation at TD Ameritrade by Flapper Started by Flapper, 01-08-2019, 02:52 AM	9 responses 92 views 0 likes	Last Post by jacoavlu 01-08-2019, 08:15 PM
Vanguard Brokerage Account by JAHMD Started by JAHMD, 01-08-2019, 09:45 AM	2 responses 83 views 0 likes	Last Post by CordMcNally 01-08-2019, 09:51 AM
Change of employment and 401k/Roth IRA by mlc7 Started by mlc7, 01-08-2019, 08:11 AM	2 responses 27 views 0 likes	Last Post by jfoxcpacfp 01-08-2019, 09:12 AM
401k plan for small business by VKJ Started by VKJ, 01-07-2019, 02:58 AM	8 responses 208 views 0 likes	Last Post by litovskyassetmanagement 01-08-2019, 04:30 AM
Options for variable annuity? by Dr. J Started by Dr. J, 01-07-2019, 10:23 AM	1 response 93 views 0 likes	Last Post by jfoxcpacfp 01-07-2019, 09:26 PM
Form 8606 Backdoor Roth by Scintillation Started by Scintillation, 01-06-2019, 01:28 AM	9 responses 189 views 0 likes	Last Post by DMFA 01-07-2019, 12:37 PM
Individual 401K Question by EMPA Started by EMPA, 01-07-2019, 05:32 AM	2 responses 20 views 0 likes	Last Post by DMFA 01-07-2019, 07:12 AM
Backdoor Roth IRA @Erade by jm129 Started by jm129, 01-07-2019, 06:57 AM	1 response 49 views 0 likes	Last Post by DMFA 01-07-2019, 07:05 AM
Solo 401k contribution amount by radsdr Started by radsdr, 01-05-2019, 07:12 AM	2 responses 24 views 0 likes	Last Post by radsdr 01-06-2019, 09:47 AM
TSP or vangaurd or both (+/- IRA)? by Gubmentdoc Started by Gubmentdoc, 01-05-2019, 06:15 AM	4 responses 89 views 0 likes	Last Post by jacoavlu 01-05-2019, 11:52 PM
Does vanguard allow in service distribution into their roth ira? by gcgrisba Started by gcgrisba, 01-05-2019, 07:30 AM	1 response 498 views 0 likes	Last Post by jacoavlu 01-05-2019, 07:36 AM
Roth conversion hold? by DeltaDoc Started by DeltaDoc, 01-04-2019, 01:58 AM	7 responses 32 views 0 likes	Last Post by Bmac 01-05-2019, 02:39 AM
Backdoor roth mistake, fixing past years\' erroneous form 8606 by arc4451 Started by arc4451, 01-04-2019, 11:05 PM	1 response 274 views 0 likes	Last Post by jacoavlu 01-04-2019, 11:25 PM
Accidental Unqualified HSA Transaction by ShadowDoc Started by ShadowDoc, 01-04-2019, 08:28 AM	1 response 38 views 0 likes	Last Post by jfoxcpacfp 01-04-2019, 07:58 PM
90-24 transfer by seejay10 Started by seejay10, 01-03-2019, 07:56 PM	4 responses 200 views 0 likes	Last Post by The White Coat Investor 01-04-2019, 07:46 AM
W-2 Employment - How to maximize retirement options by reversibleitis20 Started by reversibleitis20, 01-03-2019, 12:29 AM	15 responses 162 views 0 likes	Last Post by jacoavlu 01-04-2019, 03:08 AM
Roth IRA Issue by Drop it into MD Started by Drop it into MD, 01-03-2019, 12:09 AM	4 responses 25 views 0 likes	Last Post by Drop it into MD 01-03-2019, 10:09 PM
Back door Roth issue by The Doc Started by The Doc, 01-03-2019, 05:28 AM	7 responses 37 views 0 likes	Last Post by The Doc 01-03-2019, 07:17 PM
Backdoor Roth IRA for unemployed spouse by ginally13 Started by ginally13, 01-02-2019, 12:27 PM	2 responses 111 views 0 likes	Last Post by Peds 01-03-2019, 01:22 AM
Accidental Direct Roth IRA Contribution Despite Exceeding Income Limit by Berry Started by Berry, 01-02-2019, 08:11 PM	2 responses 79 views 0 likes	Last Post by DMFA 01-03-2019, 01:20 AM
Penalty for Early Withdrawal of Converted (Not Direct) Roth IRA Funds by Berry Started by Berry, 01-02-2019, 10:17 PM	2 responses 40 views 0 likes	Last Post by Peds 01-03-2019, 01:20 AM
NATIONAL BACKDOOR ROTH DAY! by Tangler Started by Tangler, 01-02-2019, 11:57 PM	1 response 46 views 0 likes	Last Post by ENT Doc 01-02-2019, 11:59 PM
Hot or not? Rate my asset allocation, please. by catticus1 Started by catticus1, 01-02-2019, 04:59 AM	4 responses 43 views 0 likes	Last Post by childay 01-02-2019, 09:55 AM
Spousal IRA/Roth IRA question - not been in this particular situation before by Roentgen Started by Roentgen, 01-01-2019, 10:48 AM	5 responses 444 views 0 likes	Last Post by spiritrider 01-02-2019, 05:09 AM
Beginner looking for advice by Skibadger Started by Skibadger, 01-01-2019, 10:46 AM	5 responses 32 views 0 likes	Last Post by Skibadger 01-02-2019, 03:38 AM
401k and 403b roth conversion questions by TopNormal Started by TopNormal, 01-01-2019, 02:49 AM	3 responses 26 views 0 likes	Last Post by TopNormal 01-02-2019, 01:15 AM
Roth + trad 401k question by OSman Started by OSman, 01-01-2019, 08:40 PM	5 responses 32 views 0 likes	Last Post by jhwkr542 01-01-2019, 09:56 PM
Need help with 401k fund selection and %'s by RocketBooster Started by RocketBooster, 01-01-2019, 06:06 AM	11 responses 147 views 0 likes	Last Post by Peds 01-01-2019, 08:04 PM
Happy New Year, and thanks to the WCI Network: 2018 Achievements and 2019 Goals by JBME Started by JBME, 12-30-2018, 10:53 PM	12 responses 65 views 0 likes	Last Post by angeladiaz99 01-01-2019, 09:59 AM
Forgot to convert TIRA to Roth by Curious Started by Curious, 12-31-2018, 04:52 AM	6 responses 187 views 0 likes	Last Post by DMFA 01-01-2019, 02:41 AM
Multiple 401k by auggie1983 Started by auggie1983, 12-31-2018, 07:11 AM	9 responses 57 views 0 likes	Last Post by DMFA 01-01-2019, 02:32 AM
TPMG Fidelity 401K recommendations by Dlebaron Started by Dlebaron, 12-31-2018, 02:44 PM	2 responses 825 views 0 likes	Last Post by fatlittlepig 01-01-2019, 12:48 AM
401a question by Michael Scarn Started by Michael Scarn, 12-31-2018, 12:15 AM	5 responses 174 views 0 likes	Last Post by endertech 12-31-2018, 10:44 AM
Front-loading contributions vs spreading out the risk by Snag75 Started by Snag75, 12-31-2018, 08:42 AM	1 response 31 views 0 likes	Last Post by Peds 12-31-2018, 08:51 AM
Advice on allocations for HSA funds please by Snag75 Started by Snag75, 12-23-2018, 08:59 AM	18 responses 229 views 0 likes	Last Post by ajm184 12-31-2018, 06:29 AM
Are Solo 401K management fees required? by csciora Started by csciora, 10-08-2018, 11:35 PM	29 responses 329 views 0 likes	Last Post by csciora 12-30-2018, 06:28 PM
Doing a Backdoor Roth with existing deductible and non-deductible IRA's by moonraker Started by moonraker, 12-28-2018, 05:13 AM	2 responses 29 views 0 likes	Last Post by jfoxcpacfp 12-30-2018, 11:35 AM
Retirement account 401k by jm129 Started by jm129, 12-29-2018, 06:36 AM	12 responses 42 views 0 likes	Last Post by jm129 12-30-2018, 06:37 AM
Solo Cash Balance Plan by docnews Started by docnews, 12-29-2018, 09:14 PM	4 responses 107 views 0 likes	Last Post by litovskyassetmanagement 12-30-2018, 12:02 AM
Max 457b first? by coug16 Started by coug16, 12-29-2018, 08:23 AM	10 responses 42 views 0 likes	Last Post by StarTrekDoc 12-29-2018, 10:06 PM
Megabackdoor Roth - delaying this year to next year by ctsurgeryfellow02 Started by ctsurgeryfellow02, 12-29-2018, 11:27 AM	3 responses 27 views 0 likes	Last Post by jfoxcpacfp 12-29-2018, 09:19 PM
Another Backdoor Roth IRA Question! by reversibleitis20 Started by reversibleitis20, 12-28-2018, 05:12 AM	9 responses 38 views 0 likes	Last Post by jfoxcpacfp 12-29-2018, 07:58 PM
individual 401k by The Doc Started by The Doc, 12-28-2018, 11:01 AM	6 responses 20 views 0 likes	Last Post by The Doc 12-29-2018, 08:18 AM

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