Multiple Plan Rollover

[BeamOn]

Thanks for the reply! Out of curiosity, is there a reason you'd roll over the roth 401k into a roth IRA instead of a roth individual 401k?...

[BeamOn]

I am changing employers and need to roll assets out of my old employer's plans. At the employer I have a 401k (including employer and employee contributions),...

[BeamOn]

Kon Litovsky wrote: BeamOn wrote: Our small partnership has a 401k/profit sharing and DB set of plan documents that allows for partners to establish individual brokerage accounts and self-direct their accounts.  M...

[BeamOn]

Our small partnership has a 401k/profit sharing and DB set of plan documents that allows for partners to establish individual brokerage accounts and self-direct...

[BeamOn]

Kon Litovsky wrote: BeamOn wrote: I joined a small group partnership (3 MDs, no other employees) that operates a 401k + profit sharing and also a cash balance defined benefit plan.  There is hi...

[BeamOn]

jacoavlu wrote: When our practice had a DB plan it was the same way – profit sharing didn’t get maxed. I don’t think that is unusual. We have self directed 401ks as well. But self directed DB a...

[BeamOn]

I joined a small group partnership (3 MDs, no other employees) that operates a 401k + profit sharing and also a cash balance defined benefit plan.  Ther...

[BeamOn]

I worked with PIClife (pilot insurance center) to get some layered term life policies recently. Different insurance companies have different flight time...

[BeamOn]

I wanted to get some thoughts from the group on emergency fund structure/scheme. I had set things up as a 6 month minimum living expenses fund earning...

[BeamOn]

Looks like you're on the right track.  I'll assume you have no debt at more than the 1% you'll get on high interest savings.  If you did, you're probably...

[BeamOn]

Shishka, RadOnc can be relatively procedure-heavy with brachytherapy, but that's not the norm. There has been somewhat of a shift away from brachytherapy...

[BeamOn]

I'm a radiation oncologist with one year left in residency, married to a newly minted ER doc.  Finally moving the net worth needle (slowly) back toward...