Hello!
New topic for me and I've been reading some on it but have more questions, hoping to learn from you.
I am W2 at a non profit hosp,...
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?dumb questions re SEP v Solo401k and employing kids
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Mega Backdoor Roth Solo 401k Options
Hi all,
I'm looking for recommendations regarding a TPA to help setup/manage a solo 401k that allows MBDR.
I currently have... -
2018 Roth contribution mistake
Dear All,
After I finished my medical training, an “advisor” rolled over my Pretax-retirement account directly to a ROTH IRA account....Last edited by JimmyH; 04-22-2022, 02:17 PM. -
Re-characterized Traditional/Roth IRA with Back Door
Hello.
So for tax year 2021, I did not realize my spouse and my combined income exceeded MAGI and we both contributed $6000 to our individual... -
Not sure if this plan is viable or makes sense (roth ira vs backdoor vs roth 403b)
I contributed to a roth ira (vanguard - vtsax) in 2021. I am going to file MFJ when we file taxes in next week or two. I have also been contributing to... -
Advice on Solo 401k vs SEP IRA for resident moonlighting gig
I am a long time reader, first time poster. I found WCI during my medical school years, and I recently paid off all my student loans. Now I am looking... -
SEP-IRA into Solo 401k, Backdoor Roth?
Would appreciate feedback on my plan, I have a SEP-IRA from my S corporation at Schwab, from last year, uninvested (made in 2021 for 2020 tax year based...Last edited by improvement45; 12-14-2021, 03:32 PM. -
Help - Did I mess up my Backdoor Roth?
Thanks everyone in advance for the feedback. I know this is another BDR thread… I searched the forum, but did not have any luck finding my exact situation.... -
Need help rolling over SEP IRA into solo 401k
Hi! I have an old SEP IRA at Vanguard with about $180k that I would like to rollover into my solo 401k with Etrade so I can start to make Backdoor Roth... -
I just came accross this article from WSJ:
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Rollover IRA to Backdoor Roth IRA
Hello,
I have close to 12K in my rollover IRA. My wife is doing residency and she has 2 more years to go and then I think we will be in higher... -
Big Law Investing Newb Trying to DIY Invest - Thoughts?
My partner and I are just starting out getting into our personal finances and investments. We do not currently have investment accounts outside of our... -
401k not offered by employer
Hello WCI community,
I will starting a new job in August 2021 with $470k annual salary. I was hoping to max out my 401k starting out but this employer... -
form 8606 rollover and conversion question
This is the first year that I am doing a back door Roth conversion. I had 10k in a traditional Ira that my advisor told me to convert to a Roth IRA to...Last edited by jfoxcpacfp; 05-07-2021, 12:34 AM. -
Roth IRA backdoor question
In 2018, I over-invested in my Roth IRA because my salary changed putting me into the partial contribution position. I was able to recharacterize that... -
To backdoor or not Backdoor. That's the question
I am asking for my sister. She just started travel nursing (still a W-2 employee) and she would be earning more than the Roth IRA contribution limit.... -
Backdoor Roth after recharacterizing from the prior year
Hi everyone,
I graduated from fellowship this year. I previously thought I would be eligible to fully fund a Roth IRA because I took a few...Last edited by imdmd; 02-08-2021, 05:09 PM. Reason: to make my question more clear when I'm not overwhelmed by all the information -
Transitioning to DIY, firing my advisor
Have gathered knowledge at WCI over the past few years, and finally feel ready to move completely to DIY. I am almost 5 years out of residency and looking... -
Backdoor Roth-IRA vs tax-deferred retirement contributions
Hey folks. I keep going back and forth between the backdoor Roth-IRA and maxing out my 403b and 457b. I have the ability to backdoor up to 57K annually... -
Max out the retirement accounts or tackle student debt....
Hey folks. I keep going back and forth between paying off debt aggressively, investing in my retirement accounts aggressively (can contribute up to 95K... -
Moving 401k (traditional and roth) to new employer and backdoor roth separtely.
Hello folks,
I have a question regarding the impact on a Backdoor ROTH IRA in the same year that I am switching employers and moving my existing... -
Roth Solo 401k vs Backdoor Roth IRA
I have a question regarding selecting the most appropriate retirement accounts for my wife and myself. We are both dental specialists in our first year... -
How to Allow Backdoor Roth without Access to Pre-Tax Account
We currently file separately to save on loan payments with an eventual plan for PSLF (7 years of training, likely academic afterward, ~300 thousand in... -
Emptying rollover IRA to avoid prorata
new to investing- glad to find WCI , in the process of learning
33yo ,currently in training, have an emergency fund, maxed out on employer 401 k...Last edited by hemoncmd; 08-10-2020, 05:05 PM. -
Soon to be new attending in the wake of corona - advice?
.Last edited by BigMac; 01-05-2022, 01:25 PM. -
Backdoor Roth IRA flub/Pro rata calculation
So we were very exited this year when I finally got my wife's Trad IRA rolled into a Solo 401k to allow for backdoor Roth contributions in her name. I've... -
415 and Roth limits question
For background currently I max my 403, 457, employee match, and do a backdoor roth for myself and my wife. In addition we contribute to a taxable brokerage... -
Should I convert already deductible IRA amount
Hello,
My wife has a IRA from 2003 to which she contributed $3000 in 2003 and today it is $6700. A gain of $3700. Never took any distribution.... -
Backdoor Roth IRA and REPAYE
I was wondering If any of you could help me answer a question regarding contributing to a backdoor Roth IRA and PSLF payments as well as it’s affect...
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