Retirement Accounts - The White Coat Investor Forum - Investing & Personal Finance for Doctors

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Sticky: 2023 Backdoor Roth IRA Home Base by Peds Started by Peds, 12-15-2020, 07:20 AM	151 responses 7,930 views 22 likes	Last Post by allaboutthebones 02-21-2023, 06:37 AM
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 2,242 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Retirement accounts everywhere, trying to simplify by jsx30 Started by jsx30, 04-04-2019, 05:24 AM	5 responses 193 views 0 likes	Last Post by jsx30 04-04-2019, 10:22 PM
Super Newb Vanguard question by NorCal_dental Started by NorCal_dental, 04-03-2019, 07:23 PM	8 responses 79 views 0 likes	Last Post by Hank 04-04-2019, 01:18 PM
Looking for some guidance for retirement investing. by drpq Started by drpq, 04-03-2019, 12:29 AM	9 responses 65 views 0 likes	Last Post by SLC OB 04-04-2019, 10:49 AM
401k Roth with pension by helistop Started by helistop, 04-03-2019, 06:52 AM	7 responses 47 views 0 likes	Last Post by borg 04-04-2019, 08:14 AM
Solo 401k and tranditional IRA by MD2009 Started by MD2009, 04-04-2019, 05:10 AM	1 response 41 views 0 likes	Last Post by Peds 04-04-2019, 05:16 AM
Risks of a Mistitled Inherited IRA? by JoeBialy Started by JoeBialy, 04-04-2019, 02:12 AM	6 responses 79 views 0 likes	Last Post by Tim 04-04-2019, 05:16 AM
Voya low cost index funds by DocsRUs Started by DocsRUs, 02-18-2019, 09:45 PM	23 responses 1,318 views 0 likes	Last Post by litovskyassetmanagement 04-03-2019, 08:30 PM
how to handle discrepancy in overfunded 401k refund by pedsmd Started by pedsmd, 04-03-2019, 10:15 AM	2 responses 52 views 0 likes	Last Post by jfoxcpacfp 04-03-2019, 07:29 PM
Question re: spousal 8606 for Tax Year 2018 by Ykcor Started by Ykcor, 04-03-2019, 11:28 AM	5 responses 37 views 0 likes	Last Post by Peds 04-03-2019, 07:06 PM
How to manage my Dad's IRA account by MetroDoc Started by MetroDoc, 04-03-2019, 12:52 AM	11 responses 45 views 0 likes	Last Post by MetroDoc 04-03-2019, 08:24 AM
Leaving job, advice on 403b, 457 rollover options by aredoubleyou Started by aredoubleyou, 04-01-2019, 12:59 PM	11 responses 78 views 0 likes	Last Post by jfoxcpacfp 04-03-2019, 05:05 AM
Moving Inherited IRA from RBC to Vanguard by AZPT Started by AZPT, 04-03-2019, 03:36 AM	3 responses 173 views 0 likes	Last Post by Faithful Steward 04-03-2019, 04:07 AM
IRA contributions after submitting taxes by PainDO Started by PainDO, 04-03-2019, 12:30 AM	4 responses 33 views 0 likes	Last Post by Faithful Steward 04-03-2019, 01:41 AM
Max Out 401k Before Back Door Roth IRA? by Berry Started by Berry, 04-02-2019, 11:49 PM	6 responses 284 views 0 likes	Last Post by Faithful Steward 04-03-2019, 01:30 AM
closing 401ks, best option? by Grenierdan Started by Grenierdan, 04-02-2019, 06:16 AM	1 response 17 views 0 likes	Last Post by Peds 04-02-2019, 08:37 AM
Another 8606 Question by rb1010 Started by rb1010, 04-01-2019, 01:01 PM	4 responses 61 views 0 likes	Last Post by rb1010 04-02-2019, 02:51 AM
Backdoor Roth IRA by darvish_gorgali Started by darvish_gorgali, 03-31-2019, 10:45 AM	16 responses 73 views 0 likes	Last Post by darvish_gorgali 04-01-2019, 07:55 AM
Marginal tax rate vs Roth by docnews Started by docnews, 03-31-2019, 10:12 PM	4 responses 44 views 0 likes	Last Post by Lordosis 03-31-2019, 11:21 PM
Has anyone else have their accountant act like they have never heard of a Backdoor.. by Ykcor Started by Ykcor, 03-28-2019, 04:59 AM	36 responses 101 views 0 likes	Last Post by jfoxcpacfp 03-31-2019, 08:25 PM
Backdoor issue by ANWCI Started by ANWCI, 03-31-2019, 09:57 AM	2 responses 42 views 0 likes	Last Post by Peds 03-31-2019, 07:30 PM
Roth or traditional 401k by triad Started by triad, 03-24-2019, 10:34 AM	5 responses 45 views 0 likes	Last Post by litovskyassetmanagement 03-31-2019, 05:53 AM
Form 8606 help by triad Started by triad, 03-31-2019, 01:20 AM	2 responses 66 views 0 likes	Last Post by ZZZ 03-31-2019, 04:30 AM
Converted 6003.08 to a backdoor roth, did I screw it up? by Duckworth Started by Duckworth, 03-26-2019, 07:03 AM	15 responses 59 views 0 likes	Last Post by saintsfan342000 03-30-2019, 11:32 PM
2019 Excess 403b Deferral by GMED Started by GMED, 03-29-2019, 01:25 PM	4 responses 49 views 0 likes	Last Post by GMED 03-30-2019, 03:41 AM
Roth IRA/Backdoor Roth by vadimi77 Started by vadimi77, 03-28-2019, 11:55 PM	3 responses 71 views 0 likes	Last Post by Faithful Steward 03-29-2019, 04:15 AM
Rolling over 401k into new 401k (with a different name?) by BurntOutMD Started by BurntOutMD, 03-28-2019, 01:22 AM	3 responses 21 views 0 likes	Last Post by spiritrider 03-28-2019, 06:57 AM
"Filling up the bracket" ? by CinciResident Started by CinciResident, 03-24-2019, 09:27 AM	23 responses 64 views 0 likes	Last Post by Faithful Steward 03-27-2019, 01:30 AM
Maximizing 401k contributions--beyond employer portion by sjc56 Started by sjc56, 03-27-2019, 01:06 AM	1 response 29 views 0 likes	Last Post by jfoxcpacfp 03-27-2019, 01:10 AM
Amending 401K plan SPD by HumbleInvestor Started by HumbleInvestor, 03-25-2019, 01:04 PM	11 responses 47 views 0 likes	Last Post by litovskyassetmanagement 03-26-2019, 10:32 PM
Question about Backdoor IRA by LucyGI Started by LucyGI, 03-24-2019, 04:14 AM	10 responses 33 views 0 likes	Last Post by LucyGI 03-26-2019, 11:33 AM
HSA Transfer Lively ---> Fidelity by Jarpee Started by Jarpee, 03-26-2019, 04:21 AM	5 responses 243 views 0 likes	Last Post by Mistborn 03-26-2019, 10:24 AM
457b plan administrator messed up by GasFIRE Started by GasFIRE, 03-24-2019, 08:16 AM	4 responses 50 views 0 likes	Last Post by GasFIRE 03-25-2019, 12:22 AM
do you have to close/rollover Solo 401k? by jsmoove123 Started by jsmoove123, 05-02-2017, 01:30 AM	18 responses 213 views 0 likes	Last Post by spiritrider 03-24-2019, 08:13 AM
TD Ameritrade commission fee can be negotiated by Indest Started by Indest, 03-23-2019, 07:12 PM	17 responses 1,062 views 0 likes	Last Post by Tim 03-24-2019, 06:03 AM
Multiple accounts, want to consolidate, need help by Grenierdan Started by Grenierdan, 03-24-2019, 04:55 AM	2 responses 39 views 0 likes	Last Post by Faithful Steward 03-24-2019, 05:12 AM
Back to back late contributions for backdoor Roth IRA - check my 8606? by legobikes Started by legobikes, 03-22-2019, 10:52 AM	7 responses 77 views 0 likes	Last Post by ENT Doc 03-24-2019, 04:27 AM
IRA basics - traditional vs back-door Roth by Dockart Started by Dockart, 03-23-2019, 05:41 PM	9 responses 43 views 0 likes	Last Post by ENT Doc 03-24-2019, 01:25 AM
Tax deferred accounts by btollefson Started by btollefson, 03-21-2019, 11:55 AM	5 responses 28 views 0 likes	Last Post by spiritrider 03-22-2019, 11:53 PM
Do you have a Vanguard Individual 401(k)? by The White Coat Investor Started by The White Coat Investor, 03-21-2019, 05:05 AM	2 responses 28 views 0 likes	Last Post by Traveldoc 03-21-2019, 05:51 AM
self directed solo 401k by ahromanh Started by ahromanh, 03-18-2019, 11:00 PM	5 responses 123 views 0 likes	Last Post by litovskyassetmanagement 03-21-2019, 02:27 AM
What to do with a beneficiary IRA by zollinger-ellison1989 Started by zollinger-ellison1989, 03-20-2019, 06:41 AM	11 responses 83 views 0 likes	Last Post by Craigy 03-20-2019, 10:50 PM
solo 401k funding method matter? by Krentist Started by Krentist, 03-09-2019, 02:55 AM	19 responses 168 views 0 likes	Last Post by Krentist 03-19-2019, 09:15 PM
Investing in residency by atj Started by atj, 03-17-2019, 11:16 PM	6 responses 139 views 0 likes	Last Post by Lordosis 03-19-2019, 01:57 PM
SHOOK ratings by centrebaseball Started by centrebaseball, 03-17-2019, 10:09 PM	9 responses 45 views 0 likes	Last Post by Tim 03-18-2019, 11:46 PM
Well I did it, I messed up a Roth Conversion Successfully! 1099R Question? by hoosier Started by hoosier, 03-17-2019, 09:13 PM	9 responses 205 views 0 likes	Last Post by hoosier 03-18-2019, 01:37 AM
Rollover from TPMG 401k at Fidelity by mama3monkeys Started by mama3monkeys, 03-15-2019, 11:53 AM	4 responses 113 views 0 likes	Last Post by mama3monkeys 03-17-2019, 11:26 PM
Question about roll over 401k by Indest Started by Indest, 03-16-2019, 01:05 PM	11 responses 55 views 0 likes	Last Post by spiritrider 03-17-2019, 08:05 AM
High vs Low earning years by AZPT Started by AZPT, 03-16-2019, 12:24 AM	8 responses 42 views 0 likes	Last Post by AZPT 03-16-2019, 05:04 AM
Roth 401k during residency by strongside24 Started by strongside24, 03-16-2019, 01:30 AM	6 responses 418 views 0 likes	Last Post by Peds 03-16-2019, 02:38 AM
VA and non-VA retirements by EJ at Dads Dollars and Debts Started by EJ at Dads Dollars and Debts, 03-15-2019, 07:33 PM	15 responses 500 views 0 likes	Last Post by EJ at Dads Dollars and Debts 03-16-2019, 12:21 AM

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