Inheritance without retirement account

[up975]

My father passed away earlier this year, and as my mother also passed away several years ago, I now face several financial decisions. I've inherited my...

[FrancisBayes]

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...

[badbunny]

Hi WCI community! My wife is finishing fellowship and I am a newly minted attending. We are aiming for FIRE in the next 10-15 years and wanted to see...

[JimmyH]

Dear All,

After I finished my medical training, an “advisor” rolled over my Pretax-retirement account directly to a ROTH IRA account....

[MyMichTime]

I am 31 years old and 3 years out of residency as a general pediatrician making $230k/year. Since starting with my current employer I have been contributing...

[Planta88]

Hey guys, I was hoping for some advice. My work's Retirement Accounts have limited investment options for their 403b and 457b investments. I've listed...

[tysknight]

My wife quit her employer in 2020. She opened a solo 401k in 2021, rollover the 401k from the custodian Guardian and contributed $19500 for her private...

[wciabc123]

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...

[DaBears38]

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....

[FutureDoc44]

Hi all- looking for tips on how to lower my AGI in residency.

I'm an M4 graduating with 200k in debt, going into an academic specialty with...

[bellewroy]

Questions regarding a unique situation:

TL;DR:
I am contemplating how to best handle a signing bonus while reducing the tax burden....

[Sauceboss]

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...

[Bluedogdevil]

Long time lurker, first time poster. I am a W2 employed surgeon and going to invest as a partner in an ASC which is an LLC and a separate entity from...

[vijayash01]

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...

[MDABC]

Hi all,
I have part-time w2 income and 1099 income. My W2 employer does not offer retirement plans. My thinking was that an individual 401k is my...

[Rozo]

Hey everyone. I recently changed employers (internship to PGY2 residency program) and have about $25k of pretax dollars and about $25k of Roth dollars...

[Silverdoc]

My wife just accepted an academic position, and is being offered the choice between a defined benefit plan (6% of salary annually, with 0.013 x annual...

[Rozo]

Hey everyone, I have 3 questions. The first I think I know the answer to, the second and third I could use more guidance on.

I am about to...

[Ponyo]

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...

[MantisTobogganMD]

Hey all, hope everyone is having a healthy and improved 2021 compared to last year.

My wife and I are in our 2nd years out as attendings;...

[imdmd]

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...

[MK$]

I am a W2 employee of a University. I have an opportunity to contribute post tax dollars into a DCP (401a) plan and then roll over into a Roth IRA with...

[veagudoc]

This is my 1st post ever and thank you in advance for your feedback.
I am 60 y/o solo urologist looking to transition to part time work in mid...

[MedMoneyManagers]

I'm a current medical student and have been helping my parents with their finances over the past year. I have a taxable brokerage account and Roth IRA...

[Ryder37]

Hi All,

I'm a writer working with AARP the Magazine on a piece where I'm looking to speak with those over 50 years old and investing some...

[Yankeyesfan]

I recently read this post on PoF (just posted there this month). New to financial literacy, my wife and I have had several discussions about what our...

[Yankeyesfan]

I recently graduated residency and am going for my first job. I will work for a non-profit that offers the following for retirement: 1) 403(b): Can contribute...

[Ddoc]

Hello!

I am separating from the Army this June and have maxed out my TSP for the 2020 year with military income ($19,500). I am transitioning...

[Daustin]

I am new to the Forum..so be kind! I now know how much I don't know. All my debts are paid and I am trying to max out my retirement contributions. I...

[Dr. Scott]

As an emergency physician close to hanging it up after 35 years on the front lines, I'm planning on using COBRA to cover health insurance between age...

[wdeagle]

My wife is a teacher, and we had a lot of trouble getting the retirement account vendor in one state to rollover funds to the new state. It ended up taking...