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 1,826 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Roth IRA conversions by NBZ59WR Started by NBZ59WR, 12-12-2018, 10:02 AM	4 responses 24 views 0 likes	Last Post by NBZ59WR 12-13-2018, 11:42 AM
Cash Balance Plan in trouble, Please Help by jshah9 Started by jshah9, 12-07-2018, 05:32 AM	16 responses 63 views 0 likes	Last Post by litovskyassetmanagement 12-13-2018, 08:10 AM
Another Backdoor Roth conversion (sorry) by SValleyMD Started by SValleyMD, 12-13-2018, 02:35 AM	3 responses 32 views 0 likes	Last Post by SValleyMD 12-13-2018, 03:09 AM
Another backdoor Roth question (Chase Bank) by ctsurgeryfellow02 Started by ctsurgeryfellow02, 12-12-2018, 07:17 AM	4 responses 730 views 0 likes	Last Post by Peds 12-12-2018, 08:07 PM
The Business vs. Hobby solo 401k omnibus thread by MPMD Started by MPMD, 12-10-2018, 07:53 AM	25 responses 734 views 0 likes	Last Post by jacoavlu 12-12-2018, 10:43 AM
Roth IRA for kids by chrisg202 Started by chrisg202, 12-08-2018, 07:20 AM	18 responses 372 views 0 likes	Last Post by spiritrider 12-12-2018, 01:26 AM
Changing from W2 to 1099 by burnley14 Started by burnley14, 12-12-2018, 12:25 AM	1 response 45 views 0 likes	Last Post by spiritrider 12-12-2018, 01:04 AM
Employer + Individual 401k Clarification by whitecoathusband Started by whitecoathusband, 12-11-2018, 05:23 AM	4 responses 42 views 0 likes	Last Post by jacoavlu 12-11-2018, 08:18 AM
Pro-rata on After Tax Mega Backdoor? by emergencysavings Started by emergencysavings, 12-11-2018, 06:57 AM	6 responses 394 views 0 likes	Last Post by jacoavlu 12-11-2018, 08:11 AM
IRA v rollover 401k and valuing the backdoor roth by randomdoc123 Started by randomdoc123, 12-07-2018, 12:28 PM	12 responses 384 views 0 likes	Last Post by jfoxcpacfp 12-10-2018, 07:40 PM
Disadvantages of rolling IRA account into solo 401K by The White Coat Investor Started by The White Coat Investor, 12-09-2018, 05:02 AM	17 responses 265 views 0 likes	Last Post by Snag75 12-10-2018, 07:52 AM
Early retirement and a personal defined benefit plan? by Endoguy Started by Endoguy, 11-30-2018, 10:06 AM	15 responses 364 views 0 likes	Last Post by DMFA 12-10-2018, 03:38 AM
Backdoor Roth Question by new doctor Started by new doctor, 12-08-2018, 05:06 AM	11 responses 70 views 0 likes	Last Post by DMFA 12-10-2018, 02:48 AM
Roth conversion mistake? Help please by DeltaDoc Started by DeltaDoc, 12-09-2018, 10:16 PM	6 responses 58 views 0 likes	Last Post by jfoxcpacfp 12-10-2018, 01:39 AM
Playing Catch Up by TheHandGuy Started by TheHandGuy, 12-08-2018, 07:16 AM	9 responses 50 views 0 likes	Last Post by TheHandGuy 12-10-2018, 01:24 AM
457(f) deferred comp - self employment income? by jacoavlu Started by jacoavlu, 12-07-2018, 12:15 PM	13 responses 146 views 0 likes	Last Post by jacoavlu 12-09-2018, 05:44 AM
Backdoor and \"Mega-Backdoor\" Roth- can you do both? by SLC OB Started by SLC OB, 12-05-2018, 07:35 AM	6 responses 421 views 0 likes	Last Post by SLC OB 12-08-2018, 04:59 AM
2 funds for life by btollefsonmd Started by btollefsonmd, 12-07-2018, 11:00 PM	3 responses 451 views 0 likes	Last Post by Peds 12-08-2018, 01:55 AM
Two separate 457b plans in 1 year? by CFEonline Started by CFEonline, 12-07-2018, 07:13 AM	2 responses 18 views 0 likes	Last Post by spiritrider 12-07-2018, 11:29 AM
Taxable accounts. Never owned one,...what funds should I buy to be tax-smart? by jonce17 Started by jonce17, 12-06-2018, 10:27 PM	6 responses 141 views 0 likes	Last Post by Zzyzx 12-07-2018, 03:10 AM
W2 CONTRACTOR Retirement Funds by erichte Started by erichte, 02-17-2016, 01:33 AM	20 responses 70 views 0 likes	Last Post by jfoxcpacfp 12-06-2018, 10:31 PM
problem with backdoor roth by btollefsonmd Started by btollefsonmd, 12-06-2018, 02:12 PM	2 responses 36 views 0 likes	Last Post by Peds 12-06-2018, 09:21 PM
back door roth by The Doc Started by The Doc, 12-05-2018, 09:01 AM	3 responses 33 views 0 likes	Last Post by PhysicianOnFIRE 12-05-2018, 10:30 AM
Newbie at backdoor roth IRA by ShellyH Started by ShellyH, 12-05-2018, 04:07 AM	3 responses 56 views 0 likes	Last Post by spiritrider 12-05-2018, 05:07 AM
Rolling old employer's 401k to a traditional IRA. Backdoor roth implications? by RJ Started by RJ, 12-03-2018, 05:05 AM	5 responses 53 views 0 likes	Last Post by jfoxcpacfp 12-04-2018, 09:53 PM
Cash Benefit Plan- Confused! by scurry Started by scurry, 12-02-2018, 05:43 AM	4 responses 50 views 0 likes	Last Post by litovskyassetmanagement 12-03-2018, 05:52 AM
Expensive/limiting Work retirement plan options by JmSpine Started by JmSpine, 12-01-2018, 01:06 AM	15 responses 46 views 0 likes	Last Post by litovskyassetmanagement 12-02-2018, 10:48 PM
What to do with $0.02 interest accumulated in my IRA after backdoor Roth by chanloklun Started by chanloklun, 04-05-2018, 08:43 AM	15 responses 2,535 views 0 likes	Last Post by Bmac 12-02-2018, 10:43 PM
Backdoor Roth IRA timeline by NoobMD Started by NoobMD, 12-02-2018, 07:45 AM	12 responses 90 views 0 likes	Last Post by NoobMD 12-02-2018, 10:03 AM
Closing a 401k by murl Started by murl, 12-01-2018, 08:48 PM	5 responses 61 views 0 likes	Last Post by litovskyassetmanagement 12-02-2018, 07:25 AM
Solo 401k Question by FRWY Started by FRWY, 11-26-2018, 11:51 AM	6 responses 47 views 0 likes	Last Post by spiritrider 12-02-2018, 06:51 AM
Question for contributing to backdoor roth over age 70 1/2 by enelson Started by enelson, 12-01-2018, 08:57 AM	2 responses 37 views 0 likes	Last Post by jfoxcpacfp 12-01-2018, 10:40 PM
pro rata violation? by Raditude Started by Raditude, 11-30-2018, 09:57 AM	5 responses 28 views 0 likes	Last Post by Peds 11-30-2018, 09:17 PM
Roth IRA to traditional to backdoor Roth by smk0170 Started by smk0170, 11-30-2018, 05:21 AM	2 responses 35 views 0 likes	Last Post by smk0170 11-30-2018, 05:33 AM
Over-contributed to HSA for 2018 by RocketBooster Started by RocketBooster, 11-30-2018, 03:14 AM	1 response 53 views 0 likes	Last Post by RocketBooster 11-30-2018, 04:41 AM
First time investor question(s) by ukuleledad Started by ukuleledad, 11-06-2018, 06:42 AM	17 responses 45 views 0 likes	Last Post by treesrock 11-29-2018, 08:32 PM
Backdoor Roth Funding Questions by dentite21 Started by dentite21, 11-22-2018, 12:56 AM	7 responses 45 views 0 likes	Last Post by dentite21 11-29-2018, 08:10 AM
Teacher Pension Problem by jboverholser Started by jboverholser, 11-26-2018, 11:23 PM	14 responses 33 views 0 likes	Last Post by MnSaver 11-28-2018, 03:52 AM
Need advice - Utilizing backdoor Roth for first time by ottendave Started by ottendave, 11-28-2018, 01:53 AM	2 responses 60 views 0 likes	Last Post by jfoxcpacfp 11-28-2018, 03:18 AM
HSA Account Fmily or Individual by HumbleInvestor Started by HumbleInvestor, 01-09-2018, 12:32 AM	10 responses 77 views 0 likes	Last Post by spiritrider 11-27-2018, 08:39 PM
Backdoor Roth IRA, contribution over limit? by Yac Started by Yac, 11-26-2018, 11:50 AM	6 responses 72 views 0 likes	Last Post by jhwkr542 11-27-2018, 01:01 PM
Year end bonus as Profit Sharing contributions by HumbleInvestor Started by HumbleInvestor, 11-26-2018, 01:45 PM	3 responses 33 views 0 likes	Last Post by HumbleInvestor 11-27-2018, 12:36 PM
Advice on my plan by HelpMeLearn Started by HelpMeLearn, 11-27-2018, 04:00 AM	3 responses 30 views 0 likes	Last Post by jhwkr542 11-27-2018, 05:08 AM
Invest in Cheaper Actively Managed Funds or More Expensive Index Funds? by running403 Started by running403, 11-23-2018, 11:21 PM	13 responses 42 views 0 likes	Last Post by DMFA 11-27-2018, 02:29 AM
Best Retirement for a small practice by Phys23 Started by Phys23, 11-23-2018, 10:42 PM	10 responses 32 views 0 likes	Last Post by Andrew Musbach 11-27-2018, 01:48 AM
Starting a 401k by murl Started by murl, 11-23-2018, 10:10 AM	9 responses 70 views 0 likes	Last Post by litovskyassetmanagement 11-26-2018, 11:55 PM
Is there a max on total tax deferred savings? by btollefsonmd Started by btollefsonmd, 11-24-2018, 06:27 AM	5 responses 27 views 0 likes	Last Post by Hank 11-24-2018, 04:02 PM
Tax sheltered accounts galore...which to take advantage of? by ryan007 Started by ryan007, 11-04-2018, 08:39 AM	14 responses 120 views 0 likes	Last Post by Drop it into MD 11-23-2018, 08:54 AM
types of employer retirement plans pros/cons by enelson Started by enelson, 11-21-2018, 08:21 AM	6 responses 35 views 0 likes	Last Post by litovskyassetmanagement 11-22-2018, 10:18 PM
mega backdoor roth by sltol77 Started by sltol77, 11-20-2018, 08:42 PM	9 responses 38 views 0 likes	Last Post by jacoavlu 11-22-2018, 10:01 PM

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