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Welcome to The White Coat Investor website! We have a lot of fun here while we help each other to avoid doing dumb things with our money. All the information on the site is 100% free to you. There is a ton of information here, and I understand it can be overwhelming to the first timer, so I suggest you start here with this page. Thanks for stopping by and good luck with your finances and your practice!

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WCI Classics

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Backdoor Roth IRA Ultimate Guide and Tutorial

This Backdoor Roth IRA tutorial takes you step by step through the contribution process including how to fill out IRS Form 8606. We'll show you how to get it done right and avoid mistakes that can cost you time and money.

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backdoor roth ira

17 Ways To Screw Up A Backdoor Roth IRA

I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong.

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pay less taxes

7 Ways the Rich Pay Less in Taxes (and You Can Too)

Yes, the rich do take advantage of their knowledge of the tax code to pay less in taxes. But six of their seven techniques are available to everyone.

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how to backdoor roth ira

Pennies and the Backdoor Roth IRA

What do you do with the pennies your money earns between contribution and conversion to a backdoor Roth IRA? Not much.

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health savings account

7 Reasons An HSA Should Be Your Favorite Investing Account

HSAs have superior tax protection features compared to any other investing account. If you're using an HDHP be sure to make an HSA a priority each year.

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comparing retirement account

Comparing 14 Types of Retirement Accounts

Not sure which types of retirement accounts you should use? Here's all the information together in one place so you can get a grip on your retirement plan.

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Latest Posts

financial goals

Track Your Financial Goals with These Four Measurements

There are metrics to use in your financial life that allow you to “keep score” as you work toward your financial goals. Use these metrics once a year to compare your year to year performance.

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investment types

The Four Types of Investments

As you design, build and maintain your portfolio, make sure you understand the four types of investments

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financial freedom

3 Major Myths About Financial Freedom

Do you think achieving financial freedom is just a pipe dream? PIMD thinks a few misconceptions may be holding you back.

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Renovations! All at Once or Piece by Piece?

Is it better to tackle a major project all at one time or piece by piece? Going over the pros and cons of both approaches.

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The 5-Year Rule for Roth IRA Conversions – Podcast #146

How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.

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physician green card

Doctors Seeking Green Cards

Here's an introduction to the green card process for foreign-born doctors and the importance of contract review in securing permanent residence.

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Buy Our Book!

The White Coat Investor: A Doctor's Guide To Personal Finance And Investing not only summarizes the most important information on the blog, but also contains material not found on the site at all.
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