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  • Steven Podnos MD CFP
    replied
    Try the Garrett Planning Network for hourly planning advice

    Leave a comment:


  • Hatton
    replied
    Roth conversions when you go part-time or retire.

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  • Tim
    replied
    It seems like it is a pro rata calculation unless you are converting all of the SEP.

    https://savingyoutaxes.com/blog/calc...n-5-easy-steps

    Either way, this might help.
    ​​​​​​​

    Leave a comment:


  • The White Coat Investor
    replied
    Originally posted by StateOfMyHead View Post
    It seems many financial advisors want have a long term relationship as opposed to a one time review with recommendations which I understand but am not interested in doing. Any first hand recommendations from WCI list? I primarily need help figuring out the best way to do back door Roth in the presence of a SEP.
    Not a very complicated issue. Either roll it into a 401k, convert the whole thing, or don't do Backdoor Roths. I agree you don't need a financial advisor long term just for that issue. You might try Aptus or RFK to see if they'll do a one time assistance kind of thing on that issue.

    Leave a comment:


  • StateOfMyHead
    started a topic WCI Financial Advisors List

    WCI Financial Advisors List

    It seems many financial advisors want have a long term relationship as opposed to a one time review with recommendations which I understand but am not interested in doing. Any first hand recommendations from WCI list? I primarily need help figuring out the best way to do back door Roth in the presence of a SEP.
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