Hi guys, appreciate all the help I've gotten from reading this site. I do want some advice on the next moves as I start my career Aug 1st.
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First attending Job out of residency
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In congress: 529-to-Roth IRA rollover
Call your legislator…because why would anyone not want this?
“The bill, S. 4440, allows rollovers from a 529 plan into a Roth IRA without... -
Roth IRA conversion and Back door Roth IRA contribution
I had planned to do a Roth back door contribution for my spouse this year (we have not made any such contributions in the past for her). She had a previous... -
401k to Roth IRA conversion
Hi, I am soon transitioning from residency to attending salary in 2023.i expect to be over
My spouse (non-physician) has a 401K with over 10k... -
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, 01:17 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... -
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.... -
Should I commingle IRA money?
So I have an old SEP-IRA and a Roth IRA at a particular custodian. I want to convert the SEP to a Roth but I am hesitant to mix the 2 accounts together.... -
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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; 05-06-2021, 11:34 PM. -
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, 04:09 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... -
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... -
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, 04:05 PM. -
Forgotten Roth IRA
I did a backdoor Roth for both myself and my wife, for 2019, contributing $6000 to each. We just recently submitted our tax returns for 2019 and reported... -
401k Rollover- Can I do backdoor Roth?
I'm leaving a former employer who I had a 401k with about $40k in it. I've been reading that it's best to convert it to my IRA which I have with Vanguard,... -
New tIRA received bonus $ before backdoor rIRA - legal?
Hi,
I opened a new traditional IRA account at E*TRADE and made contributions for 2019 (late) and 2020 with the intention to do a backdoor Roth IRA.... -
IRA to Roth IRA..Tax question
First want to say that WCI has changed the way my wife and I look at our finances which has been great, so thank you to everyone on hear for that!!... -
Deductible IRA to backdoor Roth IRA conversion.
My wife has a deductible traditional IRA to such she has not contributed since opening it initially in 2003. She took deduction back then on her taxes....
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