16 results in 0.0075 seconds.
Keywords
Members
Tags
-
Thanks. I'll use a total stock market fund or look into a treasury bond fund
-
-
Best asset class to hold HSA living in California?
I just started contributing to a HSA through my new employer. I live in California and the HSA is with fidelity. My overall investment plan utilizes a...
-
The income tax I would have to pay doesn't in any way affect the amount I can contribute to a regular backdoor roth does it? Is this income tax from appreciation...
Leave a comment:
-
Fidelity 529 questions
I will be moving all my investments to fidelity to access everything easily from one place. I currently have 529 plans for my children with merrill edge...
-
Megabackdoor roth IRA rollover Transaction Fees
So I just started a new W2 job that has a 401k through fidelity. The 401k plan allows for aftertax 401k contributions, allows for aftertax rollover withdrawals...
-
Thanks for all the info everyone. I decided to make the split from my current financial advisor after this next tax season. There has been some recent...
Leave a comment:
-
Couple questions about mega backdoor roth
I just started a new part time employment job that I think would allow me to contribute to a mega backdoor roth. I already max out my other retirement...Last edited by Surftrunks; 10-01-2021, 01:00 PM.
-
Converting company stock to low cost mutual fund
Question for the group.
My wife works for a large company and she is given the opportunity to use a portion of her salary to purchase company stock...
-
What happens after I fire my financial advisor?
So I have had my current financial advisor for about 10 years since my last year of fellowship. I discovered the WCI website/podcast/forum and I am now...
-
My Financial advisor, senior partner and tax accountant recommended me to start a S-Corp. I just stumbled on to this site and now that I read more into...
Leave a comment:
-
S-Corp Start up Contribution
I started a S-Corp last month for my 1099 income and I have a quick related questions.
When I started the S-corp I contributed a chunk of cash to...
Leave a comment: