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	183 responses 9,322 views 22 likes	Last Post by Tim 05-27-2023, 02:54 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 2,440 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Which is Better? by notanotherusername Started by notanotherusername, 02-27-2023, 05:40 AM	9 responses 371 views 0 likes	Last Post by jacoavlu 02-28-2023, 07:39 PM
Backdoor Roth IRA Question by Alex2022 Started by Alex2022, 02-27-2023, 09:05 AM	4 responses 164 views 0 likes	Last Post by GasFIRE 02-28-2023, 02:19 PM
Backdoor roth mistake/question by GEAUXT Started by GEAUXT, 02-28-2023, 05:09 AM	4 responses 104 views 0 likes	Last Post by altadoc 02-28-2023, 02:17 PM
Would you push Hospital Admin to change this retirement plan? by running403 Started by running403, 02-27-2023, 11:10 AM	7 responses 260 views 0 likes	Last Post by litovskyassetmanagement 02-28-2023, 05:44 AM
Which 401K bond fund would you choose? by vtpaca Started by vtpaca, 02-27-2023, 08:55 AM	1 response 77 views 0 likes	Last Post by JBME 02-27-2023, 09:43 AM
TRS vs OHP - Texas by WorkforFIRE Started by WorkforFIRE, 02-23-2023, 05:53 PM	16 responses 329 views 0 likes	Last Post by WorkforFIRE 02-27-2023, 05:22 AM
Mega backdoor Roth forms by Toothdoc88 Started by Toothdoc88, 02-22-2023, 03:40 AM	20 responses 292 views 0 likes	Last Post by StarTrekDoc 02-26-2023, 10:32 PM
rollover to a traditional IRA by GabyGM Started by GabyGM, 02-24-2023, 07:31 PM	3 responses 77 views 0 likes	Last Post by jfoxcpacfp 02-25-2023, 02:04 AM
Question- form 8606 by uksho Started by uksho, 02-24-2023, 07:11 PM	3 responses 125 views 0 likes	Last Post by GasFIRE 02-24-2023, 08:32 PM
Roth IRA Conversion and Rollover in same 12 month period? by HawksByMillion Started by HawksByMillion, 02-23-2023, 08:47 PM	1 response 85 views 0 likes	Last Post by spiritrider 02-23-2023, 09:46 PM
Employer Roth by chrisg202 Started by chrisg202, 02-22-2023, 12:01 PM	11 responses 205 views 0 likes	Last Post by CalMD 02-23-2023, 01:00 PM
401k and Defined Benefit Administrators by jnew_win Started by jnew_win, 02-16-2023, 07:02 AM	5 responses 194 views 0 likes	Last Post by litovskyassetmanagement 02-23-2023, 11:20 AM
Solo 401k question by Bad_With_Money Started by Bad_With_Money, 02-17-2023, 07:43 AM	2 responses 212 views 0 likes	Last Post by spiritrider 02-17-2023, 03:26 PM
Difficulty opening Fidelity HSA by TahoeJ Started by TahoeJ, 02-14-2023, 05:22 PM	4 responses 202 views 0 likes	Last Post by spiritrider 02-17-2023, 02:34 PM
Inadvertant Over-contribution to Roth by NSRCT Started by NSRCT, 02-15-2023, 10:35 PM	5 responses 115 views 0 likes	Last Post by Tim 02-17-2023, 07:08 AM
8606 IRS Form Question by M.E Started by M.E, 02-16-2023, 04:50 PM	2 responses 144 views 0 likes	Last Post by Larry Ragman 02-17-2023, 06:44 AM
New EIN for Solo 401k by zuma35 Started by zuma35, 02-11-2023, 05:14 PM	2 responses 135 views 1 like	Last Post by jfoxcpacfp 02-16-2023, 12:39 AM
So I'm having to pay the Pro-rata for 2021 and 2022 Backdoor Roth. by Ykcor Started by Ykcor, 02-12-2023, 06:12 PM	19 responses 387 views 0 likes	Last Post by jfoxcpacfp 02-16-2023, 12:09 AM
Recharacterization of Roth IRA contributions for 2022 and 2023 by AY12 Started by AY12, 02-14-2023, 08:37 PM	4 responses 189 views 0 likes	Last Post by GasFIRE 02-15-2023, 06:43 PM
Survey Side Gig and solo401K by RPW25 Started by RPW25, 02-15-2023, 08:19 AM	2 responses 97 views 0 likes	Last Post by RPW25 02-15-2023, 08:48 AM
401k plan and cyber insurance by ShredtheGnar Started by ShredtheGnar, 02-11-2023, 06:17 AM	19 responses 194 views 0 likes	Last Post by litovskyassetmanagement 02-14-2023, 05:45 AM
Too good to be true? by Pmrdoc46 Started by Pmrdoc46, 02-08-2023, 08:33 PM	21 responses 703 views 0 likes	Last Post by litovskyassetmanagement 02-14-2023, 05:16 AM
Spouse contribution questions for a sole prop, solo 401k by masterofboards Started by masterofboards, 02-12-2023, 12:48 AM	5 responses 168 views 0 likes	Last Post by masterofboards 02-13-2023, 04:41 PM
Doing a backdoor roth IRA while having a pre-existing sep-IRA and roth-IRA by AY12 Started by AY12, 02-04-2023, 04:29 PM	15 responses 298 views 0 likes	Last Post by spiritrider 02-13-2023, 03:07 PM
Roll from SEP IRA to a different Entity s401K? by Ushdadude Started by Ushdadude, 03-09-2021, 11:53 AM	9 responses 169 views 0 likes	Last Post by spiritrider 02-12-2023, 03:37 PM
Double taxing on 401(k) excess contributions that were timely withdrawn? by themaybeTB Started by themaybeTB, 02-05-2023, 07:50 AM	2 responses 120 views 0 likes	Last Post by themaybeTB 02-11-2023, 03:20 PM
Correcting excess HSA contribution clarity by Bmac Started by Bmac, 02-05-2023, 07:56 PM	7 responses 213 views 1 like	Last Post by spiritrider 02-11-2023, 01:02 PM
i401(k) Contributions by agwalker Started by agwalker, 02-07-2023, 11:05 PM	16 responses 283 views 0 likes	Last Post by spiritrider 02-10-2023, 06:23 PM
Vanguard Roll over by Midwestpeds Started by Midwestpeds, 02-09-2023, 07:02 PM	6 responses 173 views 0 likes	Last Post by Larry Ragman 02-10-2023, 05:35 PM
Non-governmental 457(b) lump sum distribution problem by Inthewoods99 Started by Inthewoods99, 02-05-2023, 10:48 PM	24 responses 462 views 0 likes	Last Post by Larry Ragman 02-10-2023, 03:12 PM
TSP rollovers by mkintx Started by mkintx, 02-07-2023, 05:41 AM	3 responses 131 views 0 likes	Last Post by mkintx 02-10-2023, 02:44 PM
Starting a Solo 401k by MadUroDad Started by MadUroDad, 02-08-2023, 05:50 PM	6 responses 199 views 0 likes	Last Post by spiritrider 02-09-2023, 08:03 PM
Question of back door roth by M&M Started by M&M, 02-07-2023, 01:22 PM	9 responses 183 views 0 likes	Last Post by jfoxcpacfp 02-09-2023, 03:50 AM
What ETFs would you recommend for use in an HSA? by drspikemd Started by drspikemd, 02-08-2023, 05:22 PM	2 responses 131 views 0 likes	Last Post by disneydoc 02-08-2023, 06:35 PM
Dividend income by Pmrdoc46 Started by Pmrdoc46, 02-08-2023, 01:20 PM	7 responses 239 views 0 likes	Last Post by Pmrdoc46 02-08-2023, 05:14 PM
HSA questions and HELP! by investmentnewguy Started by investmentnewguy, 02-07-2023, 03:37 PM	7 responses 197 views 0 likes	Last Post by investmentnewguy 02-08-2023, 08:40 AM
Solo 401k eligibility / spousal issue by jgmd Started by jgmd, 02-06-2023, 11:11 AM	2 responses 96 views 0 likes	Last Post by spiritrider 02-08-2023, 06:18 AM
New EIN number for solo 401K with household employee? by Nervous_Water Started by Nervous_Water, 04-27-2021, 12:46 PM	5 responses 189 views 0 likes	Last Post by spiritrider 02-08-2023, 06:05 AM
Mistake with rolling over traditional IRA to solo 401K by sunshine23 Started by sunshine23, 01-08-2023, 03:28 PM	15 responses 345 views 0 likes	Last Post by spiritrider 02-07-2023, 04:09 PM
Consultant for Retirement Plan Creation at rural independent hospital by jeol Started by jeol, 02-02-2023, 11:30 AM	4 responses 156 views 1 like	Last Post by litovskyassetmanagement 02-07-2023, 07:00 AM
Financial Advisor for workplace retirement plan for small practice by GUBBY Started by GUBBY, 02-06-2023, 06:39 AM	3 responses 113 views 0 likes	Last Post by litovskyassetmanagement 02-06-2023, 03:15 PM
Backdoor roth, traditional and simple by DoctorDollar Started by DoctorDollar, 02-04-2023, 03:58 PM	6 responses 157 views 0 likes	Last Post by spiritrider 02-06-2023, 12:33 PM
Roth Conversion of stock ETF at a loss vs conversion of cash by JRB Started by JRB, 12-15-2022, 07:18 PM	6 responses 123 views 0 likes	Last Post by spiritrider 02-06-2023, 07:27 AM
Roth IRA for Kid? by brokeradiologist Started by brokeradiologist, 02-04-2023, 01:15 PM	20 responses 435 views 0 likes	Last Post by ObgynMD 02-06-2023, 06:57 AM
iShares Small Value ETF vs Fidelity Small Value Index Fund in HSA by NYPEMDoc Started by NYPEMDoc, 02-05-2023, 11:33 AM	1 response 96 views 0 likes	Last Post by bovie 02-05-2023, 12:11 PM
Rollover and then Backdoor Roth? by Mr. Frugal Started by Mr. Frugal, 02-03-2023, 09:45 AM	3 responses 147 views 0 likes	Last Post by Mr. Frugal 02-04-2023, 09:55 AM
HSA bank problems - possible to transfer stored receipts? by 19thHole Started by 19thHole, 01-27-2023, 07:59 AM	14 responses 241 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 06:16 AM
Solo 401k by austin631 Started by austin631, 02-02-2023, 04:00 PM	4 responses 140 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 06:01 AM
Getting Rid of IRA Accounts to Use Backdoor Roth IRA and avoid Pro Rata? by bwkuiper Started by bwkuiper, 02-03-2023, 04:47 AM	1 response 100 views 0 likes	Last Post by jfoxcpacfp 02-03-2023, 05:15 AM
401k vs 403b if both are offered by NY_GU Started by NY_GU, 02-01-2023, 12:19 PM	8 responses 265 views 0 likes	Last Post by spiritrider 02-02-2023, 09:09 PM

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