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
FERS and Reservist TSP by JJJJ2018 Started by JJJJ2018, 01-29-2018, 11:49 AM	7 responses 250 views 0 likes	Last Post by Hank 02-17-2018, 06:05 AM
solo individual and roth 401K funds distribution by psych007 Started by psych007, 02-15-2018, 08:43 AM	4 responses 23 views 0 likes	Last Post by psych007 02-16-2018, 04:01 AM
Backdoor Roth Limit by sjsmith0986 Started by sjsmith0986, 02-15-2018, 12:17 AM	4 responses 47 views 0 likes	Last Post by Peds 02-15-2018, 11:13 AM
Is backdoor Roth IRA over valued? by Adrian Started by Adrian, 02-14-2018, 12:55 AM	16 responses 338 views 0 likes	Last Post by Craigy 02-14-2018, 11:27 PM
spare change from rollover by littlefish Started by littlefish, 02-14-2018, 07:36 AM	1 response 19 views 0 likes	Last Post by PhysicianOnFIRE 02-14-2018, 07:53 AM
Multiple Backdoor Roth Conversions in a year (Dollar Cost Averaging) by Jarpee Started by Jarpee, 02-14-2018, 04:19 AM	9 responses 241 views 0 likes	Last Post by jhwkr542 02-14-2018, 06:32 AM
401K Rollover by OrthoDMD Started by OrthoDMD, 02-12-2018, 11:09 AM	5 responses 34 views 0 likes	Last Post by childay 02-14-2018, 01:38 AM
What to you do with your multiple retirement funds from the jobs you held by Vee Tee Started by Vee Tee, 02-12-2018, 09:25 AM	8 responses 26 views 0 likes	Last Post by adventure 02-13-2018, 12:40 AM
Backdoor and Vanguard 1099 by MDaware Started by MDaware, 02-12-2018, 03:26 AM	8 responses 100 views 0 likes	Last Post by cgossage 02-12-2018, 10:10 AM
457 or taxable by huskie92 Started by huskie92, 02-08-2018, 08:20 AM	16 responses 64 views 0 likes	Last Post by cgossage 02-08-2018, 11:56 PM
Mega backdoor Roth solo 401k question by GasFIRE Started by GasFIRE, 02-07-2018, 07:04 AM	4 responses 149 views 0 likes	Last Post by spiritrider 02-08-2018, 11:20 AM
Rolling Roth IRA into Vanguard by huskie92 Started by huskie92, 02-03-2018, 12:12 AM	12 responses 65 views 0 likes	Last Post by jfoxcpacfp 02-08-2018, 02:55 AM
i401k to Roth IRA by JK Started by JK, 02-07-2018, 07:28 AM	1 response 27 views 0 likes	Last Post by spiritrider 02-07-2018, 12:46 PM
457b vs backdoor Roth IRA by FlermoenMD Started by FlermoenMD, 01-22-2018, 09:25 PM	16 responses 723 views 0 likes	Last Post by The Physician Philosopher 02-07-2018, 01:03 AM
Moving HSA Funds by Tabaxus Started by Tabaxus, 02-06-2018, 06:42 AM	3 responses 66 views 0 likes	Last Post by spiritrider 02-06-2018, 02:04 PM
Question about EIN vs SS# on 1099 by socaintexas Started by socaintexas, 02-05-2018, 08:45 AM	1 response 35 views 0 likes	Last Post by cgossage 02-05-2018, 09:16 AM
Rolling over Northwestern Mutual Roth by huskie92 Started by huskie92, 02-04-2018, 11:48 PM	2 responses 29 views 0 likes	Last Post by cgossage 02-04-2018, 11:57 PM
457 question - is this a bad fund? by agnodice Started by agnodice, 02-04-2018, 12:32 PM	1 response 79 views 0 likes	Last Post by cgossage 02-04-2018, 07:17 PM
I think I’m making a mistake on my 8606 form for my Backdoor Roth by Radinomics Started by Radinomics, 02-04-2018, 12:24 AM	3 responses 38 views 0 likes	Last Post by Radinomics 02-04-2018, 01:24 AM
Tax Question - Roth Conversion - did I get bad advice? by Digging for FIRE Started by Digging for FIRE, 02-03-2018, 01:25 AM	7 responses 74 views 0 likes	Last Post by GasFIRE 02-03-2018, 06:01 AM
Inherited IRA compound interest calculator? by littlefish Started by littlefish, 02-01-2018, 11:59 AM	1 response 34 views 0 likes	Last Post by Hank 02-02-2018, 09:36 PM
Please critique my plan by huskie92 Started by huskie92, 01-30-2018, 11:44 PM	22 responses 42 views 0 likes	Last Post by Bmac 02-02-2018, 12:06 PM
Hints for solo 401k taxes and turbotax by enelson Started by enelson, 01-16-2018, 07:34 PM	10 responses 170 views 0 likes	Last Post by MPMD 02-01-2018, 07:56 PM
403b at one job, 457 at another? by MochaDoc Started by MochaDoc, 01-30-2018, 05:35 AM	12 responses 37 views 0 likes	Last Post by MochaDoc 02-01-2018, 06:19 AM
Roth IRA Contributions by Lain Started by Lain, 02-01-2018, 02:39 AM	4 responses 81 views 0 likes	Last Post by Lain 02-01-2018, 04:16 AM
Partner with K 1 and solo 401k by Malocclusion Started by Malocclusion, 01-29-2018, 11:49 AM	7 responses 257 views 0 likes	Last Post by jfoxcpacfp 02-01-2018, 04:15 AM
Solo 401k by Jtlax Started by Jtlax, 02-01-2018, 02:40 AM	4 responses 24 views 0 likes	Last Post by Jtlax 02-01-2018, 04:10 AM
keep Fidelity 403b or rollover to TSP? by resident_1 Started by resident_1, 01-31-2018, 08:02 AM	3 responses 78 views 0 likes	Last Post by hnnguyen3 02-01-2018, 03:56 AM
question on conversion of SEP IRA and IRA to start backdoor Roth by HikingDO Started by HikingDO, 01-31-2018, 04:41 AM	8 responses 73 views 0 likes	Last Post by HikingDO 01-31-2018, 12:28 PM
Three 403b questions by ChristopherMD20 Started by ChristopherMD20, 01-30-2018, 11:19 PM	5 responses 59 views 0 likes	Last Post by cgossage 01-31-2018, 06:07 AM
Traditional to Roth IRA & Tax Implications by ACuse Started by ACuse, 01-29-2018, 05:49 AM	6 responses 19 views 0 likes	Last Post by Ha 01-31-2018, 05:11 AM
Roth 401k by Coastalinvestor Started by Coastalinvestor, 01-24-2018, 10:09 PM	41 responses 133 views 0 likes	Last Post by The Physician Philosopher 01-31-2018, 04:41 AM
solo 401k by FlermoenMD Started by FlermoenMD, 01-30-2018, 07:43 PM	3 responses 19 views 0 likes	Last Post by jfoxcpacfp 01-30-2018, 10:07 PM
Where to allocate bonds - Roth 401(k) or traditional 401(k)? by wawot1 Started by wawot1, 01-29-2018, 10:16 PM	4 responses 20 views 0 likes	Last Post by wawot1 01-30-2018, 02:41 AM
Is it wise to set up a Pension (in addition to 401K) if you are self employed? by KMAC Started by KMAC, 01-27-2018, 02:29 AM	6 responses 22 views 0 likes	Last Post by litovskyassetmanagement 01-29-2018, 05:26 AM
Roth-IRA Rollover Form 1099-R question by Dilaudidopenia Started by Dilaudidopenia, 01-27-2018, 12:53 AM	9 responses 91 views 0 likes	Last Post by cgossage 01-29-2018, 02:29 AM
Question on 4% rule.... by Darkroominvestor Started by Darkroominvestor, 01-26-2018, 09:20 AM	3 responses 47 views 0 likes	Last Post by WallStreetPhysician 01-29-2018, 02:07 AM
Kids inherited IRA, questions about RMDs by AR Started by AR, 01-26-2018, 05:20 AM	14 responses 87 views 0 likes	Last Post by AR 01-28-2018, 11:33 AM
Backdoor Roth annoying tax issue by hightower Started by hightower, 01-28-2018, 06:22 AM	2 responses 95 views 0 likes	Last Post by DMFA 01-28-2018, 06:59 AM
Small Business 401k plans - Principal by AnesPain Started by AnesPain, 01-23-2018, 12:56 AM	19 responses 197 views 0 likes	Last Post by litovskyassetmanagement 01-28-2018, 06:55 AM
Actuary on FIRE by Dr. Mom Started by Dr. Mom, 09-23-2017, 10:08 PM	43 responses 82 views 0 likes	Last Post by Zaphod 01-27-2018, 10:14 AM
Two 403b's for 1 employer? by littlefish Started by littlefish, 01-24-2018, 06:03 AM	3 responses 24 views 0 likes	Last Post by litovskyassetmanagement 01-25-2018, 08:11 AM
NUA (Net Unrealized Appreciation) Questions by Tbone Started by Tbone, 01-25-2018, 12:20 AM	7 responses 65 views 0 likes	Last Post by AlexxT 01-25-2018, 07:02 AM
401(k) Allocation by huskie92 Started by huskie92, 01-25-2018, 05:09 AM	6 responses 34 views 0 likes	Last Post by huskie92 01-25-2018, 06:15 AM
457 plan in MN by huskie92 Started by huskie92, 01-23-2018, 11:56 PM	11 responses 98 views 0 likes	Last Post by DMFA 01-25-2018, 02:01 AM
IRA to Roth IRA or employer 401k by eltonm45 Started by eltonm45, 01-23-2018, 11:33 PM	6 responses 32 views 0 likes	Last Post by cgossage 01-24-2018, 11:25 PM
457(b) withdrawal by jbmitt Started by jbmitt, 01-24-2018, 02:10 AM	8 responses 22 views 0 likes	Last Post by Miss Bonnie MD 01-24-2018, 07:55 AM
Congress Blesses Roth IRAs For Everyone, Even The Well Paid by notadoc Started by notadoc, 01-22-2018, 05:58 AM	20 responses 2,499 views 0 likes	Last Post by litovskyassetmanagement 01-24-2018, 04:02 AM
solo 401k dilemma by PTM Started by PTM, 01-23-2018, 03:12 AM	15 responses 133 views 0 likes	Last Post by DMFA 01-23-2018, 09:29 PM
Backdoor Roth IRA Troubles by hankbb02 Started by hankbb02, 01-22-2018, 04:25 AM	7 responses 25 views 0 likes	Last Post by MaxPower 01-23-2018, 10:59 AM

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