Retirement Accounts

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IRAs, Roth IRAs, Backdoor Roth IRAs, 401(k)s, 403(b)s, 457(b)s, Profit-sharing Plans, Defined Benefit Plans, Individual 401(k)s, SIMPLE IRAs, SEP-IRAs, Health Savings Accounts etc.

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Topics Statistics Last Post
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
1,269 views
0 likes
 Last Post The White Coat Investor
by The White Coat Investor
01-04-2016, 02:25 AM  
Me HSA, Spouse FSA by tex
Started by tex, 01-17-2017, 01:25 AM
2 responses
23 views
0 likes
 Last Post nachos31
by nachos31
01-23-2017, 07:31 PM  
401k matching by CSUrMed
Started by CSUrMed, 01-22-2017, 08:28 AM
7 responses
206 views
0 likes
 Last Post Lithium
by Lithium
01-23-2017, 12:15 AM  
Backdoor Roth by cathy2934
Started by cathy2934, 01-07-2017, 05:51 AM
27 responses
41 views
0 likes
 Last Post PenguinMD
by PenguinMD
01-22-2017, 08:19 PM  
Tax question re: Roth conversion from my 403b during my last year of residency by PNWskindoc
Started by PNWskindoc, 01-20-2017, 02:55 PM
2 responses
25 views
0 likes
 Last Post PNWskindoc
by PNWskindoc
01-21-2017, 04:58 AM  
profit sharing 401k by smitandr
Started by smitandr, 01-18-2017, 05:39 AM
4 responses
85 views
0 likes
 Last Post smitandr
by smitandr
01-18-2017, 11:32 PM  
Is a personal defined benefit plan an option for me? by deeppizza
Started by deeppizza, 01-14-2017, 03:24 AM
8 responses
37 views
0 likes
 Last Post The White Coat Investor
by The White Coat Investor
01-18-2017, 07:38 AM  
Dissolving a Defined Benefit Plan? by SValleyMD
Started by SValleyMD, 01-14-2017, 08:13 PM
2 responses
39 views
0 likes
 Last Post litovskyassetmanagement
by litovskyassetmanagement
01-16-2017, 09:23 AM  
Yet Another Backdoor Roth Question by OneSizeFitsAll
Started by OneSizeFitsAll, 01-12-2017, 04:04 AM
10 responses
28 views
0 likes
 Last Post OneSizeFitsAll
by OneSizeFitsAll
01-16-2017, 04:29 AM  
Q&A about the new Fiduciary rule by jfoxcpacfp
Started by jfoxcpacfp, 01-13-2017, 03:44 AM
0 responses
12 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
01-13-2017, 03:44 AM  
Cash Balance Plan Options by Bonedoc1
Started by Bonedoc1, 01-09-2017, 02:07 PM
5 responses
30 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
01-10-2017, 07:23 PM  
Solo 401k requirements by WYDOC
Started by WYDOC, 01-08-2017, 09:42 AM
7 responses
26 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
01-09-2017, 07:03 PM  
Solo 401K vs. Roth 401K vs. Cash Balance Plan by csciora
Started by csciora, 01-06-2017, 04:15 AM
7 responses
96 views
0 likes
 Last Post csciora
by csciora
01-09-2017, 08:37 AM  
Approach to rolling over previous state pension money to IRA by redsand
Started by redsand, 01-08-2017, 12:38 AM
3 responses
31 views
0 likes
 Last Post redsand
by redsand
01-08-2017, 09:33 AM  
Where to roll over the SEP-IRA? by Slav4ikMD
Started by Slav4ikMD, 01-03-2017, 08:34 AM
4 responses
70 views
0 likes
 Last Post Contentt
by Contentt
01-07-2017, 08:23 PM  
2016 $5,500 nondeductible IRA +$5,500 2017 IRA =$11,000 2017 Backdoor Roth ? by AlexDDS
Started by AlexDDS, 01-06-2017, 11:04 PM
5 responses
25 views
0 likes
 Last Post nachos31
by nachos31
01-07-2017, 12:57 PM  
Dividend in TIRA after Backdoor by ACN
Started by ACN, 01-06-2017, 10:51 PM
6 responses
78 views
0 likes
 Last Post sealsmith217
by sealsmith217
01-07-2017, 05:13 AM  
Pension vs. 401k by pkrchkr
Started by pkrchkr, 01-05-2017, 11:55 AM
6 responses
414 views
0 likes
 Last Post Zaphod
by Zaphod
01-06-2017, 11:17 PM  
TSP: publicly available funds which mirror TSP funds? by DMFA
Started by DMFA, 01-05-2017, 09:58 PM
1 response
233 views
0 likes
 Last Post The White Coat Investor
by The White Coat Investor
01-05-2017, 10:47 PM  
Pro-Rata Traditional IRA to Roth IRA Conversion Question by boogiba
Started by boogiba, 01-05-2017, 04:00 AM
2 responses
25 views
0 likes
 Last Post nachos31
by nachos31
01-05-2017, 08:21 PM  
HSA Tax Forms by scurry
Started by scurry, 01-03-2017, 10:34 AM
2 responses
71 views
0 likes
 Last Post scurry
by scurry
01-05-2017, 12:20 AM  
Asset Re-locating by nachos31
Started by nachos31, 01-03-2017, 09:27 AM
1 response
27 views
0 likes
 Last Post Peds
by Peds
01-04-2017, 11:44 PM  
Over contributed to 401k by Winkleweizen
Started by Winkleweizen, 01-03-2017, 05:33 AM
3 responses
48 views
0 likes
 Last Post Peds
by Peds
01-04-2017, 11:41 PM  
Interest left in traditional IRA after Roth rollover by erockin
Started by erockin, 01-03-2017, 12:19 AM
2 responses
26 views
0 likes
 Last Post erockin
by erockin
01-03-2017, 04:30 AM  
403b rollover by canadianoutlaw
Started by canadianoutlaw, 01-02-2017, 08:02 PM
2 responses
55 views
0 likes
 Last Post Peds
by Peds
01-03-2017, 01:49 AM  
Rolling over Traditional IRA with a twist... by central_pa
Started by central_pa, 12-31-2016, 05:48 AM
3 responses
38 views
0 likes
 Last Post central_pa
by central_pa
01-02-2017, 01:21 AM  
Backdoor Roth a possibility, how to make it one by RU4SCUBA
Started by RU4SCUBA, 12-28-2016, 07:29 AM
4 responses
63 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-31-2016, 07:57 PM  
Do I really need bonds? by Ds2660
Started by Ds2660, 12-29-2016, 10:34 PM
9 responses
96 views
0 likes
 Last Post litovskyassetmanagement
by litovskyassetmanagement
12-30-2016, 11:34 PM  
Megabackdoor Roth AND backdoor roth? by westcoaster
Started by westcoaster, 12-29-2016, 05:13 AM
3 responses
27 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-30-2016, 07:18 PM  
Retirement Options for Self-Employed Spouse by STM
Started by STM, 12-30-2016, 06:53 AM
4 responses
33 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-30-2016, 06:50 PM  
Messed up my Backdoor Roth conversion by MochaDoc
Started by MochaDoc, 12-30-2016, 01:16 AM
6 responses
24 views
0 likes
 Last Post MochaDoc
by MochaDoc
12-30-2016, 04:34 AM  
No backdoor Roth for me by Antares
Started by Antares, 12-27-2016, 12:53 AM
10 responses
22 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-30-2016, 02:33 AM  
Advice on international founds in 403B and taxable accounts by Andrew
Started by Andrew, 12-20-2016, 09:43 PM
9 responses
65 views
0 likes
 Last Post DMFA
by DMFA
12-29-2016, 04:23 AM  
bad 401 k options with work complicating retirement accounts by billy
Started by billy, 12-25-2016, 12:20 AM
3 responses
34 views
0 likes
 Last Post litovskyassetmanagement
by litovskyassetmanagement
12-27-2016, 12:41 AM  
Stupid Question 401K Limits by hightower
Started by hightower, 12-24-2016, 07:53 PM
5 responses
23 views
0 likes
 Last Post hightower
by hightower
12-25-2016, 10:10 PM  
Bonus contribution to residency sponsored 403(b)??? by Dilaudidopenia
Started by Dilaudidopenia, 12-24-2016, 04:09 AM
3 responses
23 views
0 likes
 Last Post Dilaudidopenia
by Dilaudidopenia
12-24-2016, 06:43 PM  
two jobs, two 401ks...? by mountaindentist
Started by mountaindentist, 12-22-2016, 07:23 AM
9 responses
39 views
0 likes
 Last Post DMFA
by DMFA
12-24-2016, 05:02 AM  
Old 403b by TheAbacus
Started by TheAbacus, 12-21-2016, 01:53 PM
7 responses
49 views
0 likes
 Last Post TheAbacus
by TheAbacus
12-23-2016, 11:48 PM  
457b and 403b annual limits by TheAbacus
Started by TheAbacus, 12-21-2016, 02:03 PM
6 responses
110 views
0 likes
 Last Post TheAbacus
by TheAbacus
12-22-2016, 07:17 PM  
options for small 1099 income by mymttop
Started by mymttop, 12-21-2016, 10:19 PM
6 responses
44 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-22-2016, 03:55 AM  
Rollover IRA to i401K by jowenmd
Started by jowenmd, 12-20-2016, 02:09 AM
1 response
21 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-20-2016, 11:54 PM  
Simple IRA for S corp shareholder with backdoor Roth by Guest
Started by Guest, 12-16-2016, 10:29 PM
12 responses
182 views
0 likes
 Last Post litovskyassetmanagement
by litovskyassetmanagement
12-20-2016, 09:17 PM  
401a to 403b rollover Q by resident_1
Started by resident_1, 12-17-2016, 04:45 AM
2 responses
159 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-17-2016, 10:31 PM  
HSA and HRA by jkp39
Started by jkp39, 12-14-2016, 03:46 AM
4 responses
142 views
0 likes
 Last Post The White Coat Investor
by The White Coat Investor
12-14-2016, 08:27 PM  
Monthly 403b rollover to Vanguard IRA by rads
Started by rads, 12-11-2016, 10:17 AM
3 responses
30 views
0 likes
 Last Post DMFA
by DMFA
12-13-2016, 08:30 PM  
After Tax Contributions (Non-Roth) to a 401k plan by darnabeel
Started by darnabeel, 12-12-2016, 06:25 AM
2 responses
30 views
0 likes
 Last Post DMFA
by DMFA
12-12-2016, 08:03 PM  
A few random 401k / 403b / IRA questions by tigeri
Started by tigeri, 12-09-2016, 08:52 AM
6 responses
26 views
0 likes
 Last Post DMFA
by DMFA
12-12-2016, 02:41 AM  
Back Door Roth for spouse by cminano
Started by cminano, 12-07-2016, 09:57 AM
2 responses
22 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-08-2016, 12:56 AM  
Help with Solo and Spousal Solo 401K by tmark
Started by tmark, 12-06-2016, 11:14 PM
4 responses
234 views
0 likes
 Last Post spiritrider
by spiritrider
12-07-2016, 01:29 AM  
Backdoor Roth for Myself AND My Wife? by hightower
Started by hightower, 12-06-2016, 06:18 PM
7 responses
80 views
0 likes
 Last Post jfoxcpacfp
by jfoxcpacfp
12-06-2016, 11:20 PM  
Backdoor Roth in Early Jan or wait to see if eliminated? by TheGipper
Started by TheGipper, 12-05-2016, 07:19 AM
9 responses
25 views
0 likes
 Last Post TheGipper
by TheGipper
12-06-2016, 10:18 PM  
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