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New attending looking for advice on setting up a Solo 401k
Hi everyone. I'm a 2nd year emergency medicine physician and am looking into setting up a Solo 401k for the first time. For context I'm an independent...
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?dumb questions re SEP v Solo401k and employing kids
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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Employed 401k rollover to s401k WITHOUT 1099 Income this year
Hi all,
Have a question for the tax professionals here: I rolled my wife's employed 401k over to a s401k earlier this year. She has a sole...
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New 1099 income
Hi All,
Long time listener, first time caller here.
I am a long term (>15 y) EM doc. I have been a w-2 employee my entire...
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Syndications via solo 401k
New attending jumping in to the WCI world over the past 12 months (thanks Dr. Dahle!). Have a w2 based 401k with an awesome group match (20k/40k), backdoor...
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Using a PEO to have a solo401k
I have a solo practice with 1 fulltime employee and 2 part time employees (less than 1000 hours a year). Could I use a professional service organization...
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First attending Job out of residency
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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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...
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solo401k contribution confusion
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...
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Where to put extra money
Hi. It’s my first full year out of residency as an EM attending. Just wanted some advice on where to invest excess money. My husband and I are both...
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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.
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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...
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Bite the bullet at 22%-24% tax brackets?
Hi everyone, my first post here!
First of all I would like to thank WCI for this huge work, and the tremendous help & guidance. It had...
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Retirement options - W2 & 1099 income
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...
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New solo 401k
Going to create a solo 401k for the first time this year and wanted to make sure I had things correct.
(1) With VG now allowing IRA rollovers,...
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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...
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Asset allocation across accounts
Everyone talks about asset allocation and diversification within you retirement portfolio. That includes holding different index funds. If someone has...
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Solo 401k employee contribution question
My solo 401k is with Etrade.
I have an S corp.
Somehow I forgot to make my 2020 employee contribution to my 401k.
...
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Would this qualify as a side gig for i401(k) contributions?
I have my primary care internal medicine practice and I did some pharmaceutical lectures in 2019. I used these earnings to justify contributions to my...
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Individual 401k for Sole Prop
Hey, WCI Community! Long time subscriber; first-time poster here.
I have a full-time job (W2) and recently started a side-gig as a Sole Prop...
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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...
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Solo 401(k) for a Partnership LLC using S-Corp Election
Hi, Long time reader but first time posting in this great forum.
I had a couple questions about using a Solo 401k for my small side business....
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Questions about solo 401k and adding myself as spouse
My wife is starting a job as a part-time, 1099 therapist. We do not need her income for living expenses, so the goal is optimize tax savings and the amount...
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How to maximize solo 401k contribution
Hi, I'm a first time poster and new member. Thanks in advance for your help. I would like to get advice on the most efficient ways of getting to the $56k...
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From W2 to IC Switch Retirement Options
Hey gang,
Please allow me to be real with y'all. I've loved this forum for many years and have learned a ton thanks to y'all's amazing expertise...
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Solo 401K file dates . Anything change with.m CARES act ?
I had some 1099 income from 2019 from some legal consulting and my tax accountant advised I can contribute 10K to an i401k. This is my first time opening...
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Best companies to open a self-directed solo 401k
I want to have the option to invest in real estate, debt, and other non-stock investments. What are the best companies to do this? Why?
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1120S - how does EE and ER profit share to 401K affect lines 7 and 17
1120S Question
In regards to Line 7 Wages / Salary
and Line 17 Pension Profit share calculation.
...
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Where to move 401K
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...Last edited by Kkhanmd; 01-13-2020, 10:20 AM.
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Still can't figure out solo-401k eligibility (W2 employee with side 1099 income)
Hi all - digging through several forum threads and multiple WCI and other financial blog posts and I still can't figure out my eligibility and maximum...
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Solo 401k Limit with Multiple Businesses
I have a question about maximizing individual 401k contributions in the setting of multiple side businesses with one operating at a loss this year. My...
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Solo 401K post business sale...
Unique scenario. Had 39% ownership in a LLC that sold to an equity backed group end of Oct. Had the organization structured with the LLC (several employees)...