Which provider Vanguard? Fidelity ? Charles Schwab? Etrade - solo 401K

[Kkhanmd]

https://thecollegeinvestor.com/18174...-401k-options/

[Kkhanmd]

Thank you

[Kkhanmd]

I am not looking for Megaback door ROTH. I am looking for something really simple and that accepts roll overs.

[Kkhanmd]

which one?...

[Kkhanmd]

If I open a solo 401K what are the differences between the providers? Its for basically transferring my old 401K into it.
1) Vanguard: I love vanguard...

[Kkhanmd]

thank you....

[Kkhanmd]

I have 700K that I wanted to put in solo 401K, however I am told the third party administrator to make sure the plan is in compliance will cost annually...

[Kkhanmd]

you can’t use W-2 money to start a solo 401(k)

[Kkhanmd]

found this too
https://www.whitecoatinvestor.com/fo...omnibus-thread

[Kkhanmd]

What about stuff I sell on ebay? Can I open a solo 401k based on that?

[Kkhanmd]

the only option that I would go in my current 403b is vanguard total stock market, but if I move money to it, then I am stuck with 0.3 to 0.5 AUM fees...

[Kkhanmd]

Need help, I started a new job. What are my options for moving my old 401K into a low AUM place? My current 401K may dissolve in 6 months, the fees are...

[Kkhanmd]

Thank you guys

[Kkhanmd]

Rogue Dad, M.D. wrote: Our CME $, while part of our “benefits” is not an electively withheld part of our salary.  I don’t get to choose my amount — it’s the sa...

[Kkhanmd]

RogerRovers wrote: Yes our hospital system uses a system similar to what you’re describing, terms Individual Physician Expenses (IPE).  I’m a W-2 employee at a large hospi...

[Kkhanmd]

Tim wrote: What is an accountable plan? What you want is an accountable expense plan (not limited to CME). Unused funds should be paid to employee and taxed. That way...

[Kkhanmd]

q-school wrote: Kkhanmd wrote: Rogue Dad, M.D. wrote: It’s likely all in the wording. I am W2 at a large academic place and our CME $ is in a pre-tax account held by ...

[Kkhanmd]

Kamban wrote: Kkhanmd wrote: I get 5000 dollars for CME, sometimes its not enough and our group decided to vote for another 5K in CME but instead of the CME fund this will...

[Kkhanmd]

Rogue Dad, M.D. wrote: It’s likely all in the wording. I am W2 at a large academic place and our CME $ is in a pre-tax account held by the university.  When we pay fo...

[Kkhanmd]

I get 5000 dollars  for CME, sometimes its not enough and our group decided to vote for another 5K in CME but instead of the CME fund this will come...

[Kkhanmd]

This is what I found about C corporations that they will be taxed at 21% and (? maybe) dividends are not taxed? Is this true? There is so much confusio...

[Kkhanmd]

Another questions, if I have a S corporation and make around 480K, If I pay myself 315K on W2 and the rest 165K as S corporation distributions or dividends,...

[Kkhanmd]

One more question, we are a C -corp. Income around 450-480K. If we give ourselves a W2 of 315K and the rest in dividends, will those dividends be charged...

[Kkhanmd]

I really want to thank everyone for this great discussion, I really learnt a lot. SWR, global investing vs US, bonds - you guys touched on everything....

[Kkhanmd]

DocBean wrote: What are your contingencies? Thank you   Click to expand... 1) Kids education (have roughly 250K in 529, older kid is only 8) 2) Kids marriages (I would love for them t...

[Kkhanmd]

FIREshrink wrote: Kkhanmd wrote: Age early 40s. 2016 expenses were 230K (was a little overboard). I saved 37% of my gross salary in 2016. My current net worth is around 2.3M. 1.6 in marke...

[Kkhanmd]

double post

[Kkhanmd]

jfoxcpacfp wrote: Kkhanmd wrote: Most of the time during the last market stressors I have invested more money in the market. But I only have 1.5M in market, dont know how will I react when I...

[Kkhanmd]

jfoxcpacfp wrote: Kkhanmd wrote: jfoxcpacfp wrote: Kkhanmd wrote: Age early 40s. 2016 expenses were 230K (was a little overboard). I saved 37% of my salary in 2016. My current ...

[Kkhanmd]

Kamban wrote: Kkhanmd wrote: 1. Looking at current expenses and money saved cant retire full time before 55 2. My thinking was to reduce work around 55 to maybe 60-70% of current work, m...

[Kkhanmd]

Vagabond MD wrote: In my early 50’s, I keep returning to the three unknowns: 1. How to pay for healthcare between retirement and Medicare? 2. How and when do the kids launch? 3. Will ...

[Kkhanmd]

PhysicianOnFIRE wrote: A basic rule of thumb is that you’ll want 25 to 33.3 years worth of anticipated retirement expenses (including taxes) saved up for a 3% to 4% withdrawal rate. Let...

[Kkhanmd]

PhysicianOnFIRE wrote: A basic rule of thumb is that you’ll want 25 to 33.3 years worth of anticipated retirement expenses (including taxes) saved up for a 3% to 4% withdrawal rate. Let...

[Kkhanmd]

jfoxcpacfp wrote: Kkhanmd wrote: Age early 40s. 2016 expenses were 230K (was a little overboard). I saved 37% of my salary in 2016. My current net worth is around 2.3M. 1.6 in stoc...

[Kkhanmd]

Age early 40s. 2016 expenses were 230K (was a little overboard). I saved 37% of my gross salary in 2016. My current net worth is around 2.3M. 1.6 in mark...

[Kkhanmd]

thanks for all the great suggestions

[Kkhanmd]

The White Coat Investor wrote: Night skiing. Game night with a few other couples.   Click to expand... Never even thought of night skiing It turns out we only kn...

[Kkhanmd]

Vagabond MD wrote: Our teens, though still at home, are usually not at home. We enjoy watching series (ie. Game of Thrones, Lost, This is Us, etc.) together with a great b...

[Kkhanmd]

Hey guys This is little off topic but does relate to FIRE. We are in early 40s to mid 40s and getting closer and closer to FIRE. As we reach our goals, ...

[Kkhanmd]

41 y.o 2014: Not sure but think around 1.4-1.5 million 2015: 1.7 Million 2016: 2.2 Million (bought an 80K boat) Most money saved with brute savings r...

[Kkhanmd]

Just curious what is my real Tax rate for 2015? Here are the details: Marginal tax bracket for 2015: 33% After deductions tax rate drops to 31% Bu...