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	156 responses 7,980 views 22 likes	Last Post by Larry Ragman Yesterday, 02:19 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 2,249 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:25 AM
Help with first self-managed portfolio by MA2033 Started by MA2033, 11-05-2018, 12:52 PM	12 responses 24 views 0 likes	Last Post by Peds 11-07-2018, 02:04 AM
To take advantage of Back door Roth, should I change from SIMPLE to 401k? by bensogr Started by bensogr, 11-05-2018, 08:20 PM	6 responses 75 views 0 likes	Last Post by RetiredERdoc 11-06-2018, 01:26 PM
How to make my HSA work for me by Tejas Started by Tejas, 11-06-2018, 12:56 AM	3 responses 41 views 0 likes	Last Post by jfoxcpacfp 11-06-2018, 04:24 AM
Fidelity Retirement Analysis by Peds Started by Peds, 11-05-2018, 04:21 AM	2 responses 36 views 0 likes	Last Post by Larry Ragman 11-05-2018, 09:12 AM
Seven Reasons Why You Should Fund A Health Savings Account by The White Coat Investor Started by The White Coat Investor, 11-05-2018, 03:57 AM	0 responses 137 views 0 likes	Last Post by The White Coat Investor 11-05-2018, 03:57 AM
Is My Accountant Wrong? by Zekchar Started by Zekchar, 11-04-2018, 08:35 PM	7 responses 53 views 0 likes	Last Post by spiritrider 11-05-2018, 12:14 AM
New 401k by llessac15 Started by llessac15, 11-01-2018, 11:25 AM	11 responses 56 views 0 likes	Last Post by litovskyassetmanagement 11-04-2018, 10:09 PM
Backdoor Roth Question & Income Limits by jboverholser Started by jboverholser, 11-04-2018, 12:53 AM	7 responses 32 views 0 likes	Last Post by Panscan 11-04-2018, 02:01 AM
My IPS says do it; the 1.2% ER says no. by Krentist Started by Krentist, 11-02-2018, 10:52 PM	17 responses 78 views 0 likes	Last Post by RetiredERdoc 11-03-2018, 11:11 AM
1099 Question by Krentist Started by Krentist, 11-01-2018, 05:22 AM	3 responses 41 views 0 likes	Last Post by Krentist 11-01-2018, 08:50 AM
2019 retirement plan IRS limits by jhwkr542 Started by jhwkr542, 10-31-2018, 11:34 PM	13 responses 112 views 0 likes	Last Post by FatherPsychiatry 11-01-2018, 05:45 AM
Calculating Solo 401k Contribution Limit by doctorpa87 Started by doctorpa87, 10-30-2018, 09:48 AM	9 responses 475 views 0 likes	Last Post by spiritrider 10-31-2018, 02:51 AM
Options for retirement with unearned income by bean1970 Started by bean1970, 08-24-2018, 06:37 AM	28 responses 145 views 0 likes	Last Post by bean1970 10-31-2018, 01:30 AM
Solo 401k basic questions by No1ofconsequence Started by No1ofconsequence, 10-29-2018, 03:59 AM	16 responses 70 views 0 likes	Last Post by spiritrider 10-30-2018, 12:04 PM
How often to buy funds in 401(k) using self directed option? by CHD MD Started by CHD MD, 10-29-2018, 11:12 PM	4 responses 31 views 0 likes	Last Post by Peds 10-30-2018, 12:20 AM
Please evaluate my 403b options by Basil05 Started by Basil05, 10-28-2018, 09:21 PM	6 responses 216 views 0 likes	Last Post by Peds 10-29-2018, 07:32 PM
Backdoor Roth question by Sijisiji1 Started by Sijisiji1, 10-28-2018, 09:57 PM	1 response 37 views 0 likes	Last Post by jfoxcpacfp 10-28-2018, 10:21 PM
First year Roth IRA Contributions by Pileos Started by Pileos, 10-28-2018, 07:38 AM	5 responses 32 views 0 likes	Last Post by Stoic 10-28-2018, 08:19 PM
Extra PreTax vs Roth Priority by huskie92 Started by huskie92, 10-27-2018, 10:01 PM	6 responses 50 views 0 likes	Last Post by jfoxcpacfp 10-28-2018, 12:33 AM
403b contribution question by Future Fire Started by Future Fire, 10-26-2018, 09:09 PM	6 responses 33 views 0 likes	Last Post by Drop it into MD 10-27-2018, 07:56 AM
What to do with traditional 401k from prior employer by kevn1234 Started by kevn1234, 10-24-2018, 07:03 PM	6 responses 140 views 0 likes	Last Post by jfoxcpacfp 10-26-2018, 08:38 PM
IUL by DrDebt Started by DrDebt, 10-24-2018, 05:38 AM	8 responses 72 views 0 likes	Last Post by Faithful Steward 10-25-2018, 11:58 PM
Merrill/BofA 401k by squirrel Started by squirrel, 10-24-2018, 10:19 PM	4 responses 30 views 0 likes	Last Post by Hank 10-25-2018, 07:29 PM
Can I get more Roth $$$? by Krentist Started by Krentist, 10-24-2018, 09:09 AM	29 responses 59 views 0 likes	Last Post by spiritrider 10-25-2018, 06:24 AM
Small business 401K advice by Dr.A Started by Dr.A, 10-23-2018, 06:30 AM	7 responses 168 views 0 likes	Last Post by Steven Podnos MD CFP 10-25-2018, 12:48 AM
Roth IRA asset allocation by JR Started by JR, 10-24-2018, 11:18 PM	2 responses 109 views 0 likes	Last Post by Peds 10-24-2018, 11:41 PM
Backdoor IRA with existing traditional IRA by jmfd Started by jmfd, 10-24-2018, 08:04 AM	3 responses 29 views 0 likes	Last Post by jacoavlu 10-24-2018, 08:29 AM
Individual 401k questions by steffmo Started by steffmo, 01-22-2018, 11:00 PM	5 responses 29 views 0 likes	Last Post by steffmo 10-24-2018, 07:59 AM
1099 income, taxes and individual 401k by drnaica Started by drnaica, 10-23-2018, 01:07 AM	4 responses 60 views 0 likes	Last Post by jfoxcpacfp 10-24-2018, 06:51 AM
What is considered Low-cost? by brazillianguy Started by brazillianguy, 10-24-2018, 12:33 AM	9 responses 46 views 0 likes	Last Post by brazillianguy 10-24-2018, 05:54 AM
EIN vs SSN for solo401k by Winkleweizen Started by Winkleweizen, 10-23-2018, 05:55 AM	3 responses 67 views 0 likes	Last Post by The White Coat Investor 10-23-2018, 10:06 PM
K1 income with new solo 401k and EIN by drsbarton Started by drsbarton, 05-01-2018, 03:22 AM	20 responses 1,366 views 0 likes	Last Post by Penguin_MD 10-23-2018, 09:56 PM
Medical expert witness side-gig -->EIN-->Individual 401k? by pslfhopeful Started by pslfhopeful, 10-22-2018, 07:58 PM	2 responses 51 views 0 likes	Last Post by VagabondMD 10-23-2018, 04:12 AM
Error In back door Roth by tax accountant by jessikaur Started by jessikaur, 10-15-2018, 10:51 PM	11 responses 198 views 0 likes	Last Post by Caligas 10-23-2018, 02:41 AM
Roth vs. traditional 401k amount protected by pauln555 Started by pauln555, 09-23-2018, 12:27 AM	22 responses 56 views 0 likes	Last Post by jfoxcpacfp 10-23-2018, 02:12 AM
Vanguard vs Charles Schwab ETFs by Bruingent Started by Bruingent, 10-17-2018, 09:40 PM	10 responses 318 views 0 likes	Last Post by jz 10-22-2018, 11:55 PM
401k Fees - again... by abds Started by abds, 10-22-2018, 09:59 AM	4 responses 75 views 0 likes	Last Post by litovskyassetmanagement 10-22-2018, 11:07 PM
Doubling 401k contribution with W2 and LLC by Jp5858 Started by Jp5858, 10-22-2018, 09:01 PM	3 responses 77 views 0 likes	Last Post by jhwkr542 10-22-2018, 09:25 PM
Noob question about Tax-deferred IRA to Roth by brazillianguy Started by brazillianguy, 10-21-2018, 02:06 AM	7 responses 53 views 0 likes	Last Post by brazillianguy 10-21-2018, 04:25 AM
Solo 401k vs. SEP? by Phys23 Started by Phys23, 10-17-2018, 08:14 PM	20 responses 117 views 0 likes	Last Post by litovskyassetmanagement 10-20-2018, 08:06 PM
Backdoor Roth Completed, but ??? by Bruingent Started by Bruingent, 10-19-2018, 11:30 PM	3 responses 23 views 0 likes	Last Post by Peds 10-20-2018, 04:24 AM
Funds for Taxable: International tax credits worth it? by Krentist Started by Krentist, 10-19-2018, 02:01 AM	7 responses 111 views 0 likes	Last Post by jacoavlu 10-19-2018, 09:50 AM
Excluded from 457(b) plan due to low income by Raditude Started by Raditude, 10-18-2018, 07:08 PM	10 responses 54 views 0 likes	Last Post by Kamban 10-19-2018, 02:13 AM
Should I rollover 401k(s) and Roth convert? by danesgod Started by danesgod, 10-17-2018, 11:20 PM	5 responses 37 views 0 likes	Last Post by danesgod 10-18-2018, 11:23 PM
Do I have to provide 401K and Defined Benefit to leased employees? by SoloDoc Started by SoloDoc, 10-16-2018, 06:51 AM	3 responses 28 views 0 likes	Last Post by litovskyassetmanagement 10-18-2018, 10:51 PM
Highly Compensated Employee by ahnathan Started by ahnathan, 10-13-2018, 08:59 PM	14 responses 245 views 0 likes	Last Post by litovskyassetmanagement 10-18-2018, 10:46 PM
Cash Balance Plans and Required IRA Minimum Distribtions by Radonc Started by Radonc, 10-14-2018, 05:07 AM	5 responses 47 views 0 likes	Last Post by litovskyassetmanagement 10-18-2018, 10:38 PM
Individual 401k for call pay? by AE Started by AE, 10-16-2018, 11:38 PM	4 responses 32 views 0 likes	Last Post by jacoavlu 10-18-2018, 09:36 AM
Avoiding the Pro-rata rule on a SEP while doing a backdoor roth by rubberdammit Started by rubberdammit, 10-17-2018, 08:12 PM	3 responses 57 views 0 likes	Last Post by rubberdammit 10-18-2018, 09:25 AM
asset allocation by Drop it into MD Started by Drop it into MD, 10-17-2018, 07:18 PM	4 responses 28 views 0 likes	Last Post by Drop it into MD 10-17-2018, 10:18 PM

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