The White Coat Investor

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Welcome New Readers!

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


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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do it yourself investing

10 Ways To Know You Are Competent to DIY Your Investments

When will you know if you are competent enough to manage your own personal finances? Here are 10 ways to determine if you are ready to be a DIY investor.

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low cost index fund

10 Reasons I Invest in Index Funds

Most of my portfolio is invested in index funds. I hope that's not news to you. Here are the reasons why.

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should I buy whole life insurance

What You Need To Know About Whole Life Insurance

Whole life insurance is pitched to almost every doctor, and perhaps 1/3 of them buy a policy. Unfortunately, most of those end up regretting their decision. Here's what you need to know about whole life insurance.

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The X Factor

Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Motivation breeds hard work and discipline, which in turn breed wealth.

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150 Portfolios Better Than Yours

A good portfolio is broadly diversified, low-cost, passively managed, regularly rebalanced, and consistent with its owner's need, ability, and desire to take risk.

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Latest Posts

passive income md real estate

Stop Trying To Do It All

What's the dollar value of your time? Too many of us try to "do it all". Instead, let go of frustration and perfection and buy back that valuable time.

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Financial Educator

2019 Financial Educator of the Year Award

Today we announce the winner of the Financial Educator of the Year Award and offer thanks to all for spreading the critical message of financial literacy!

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white coat investor podcast

How Does the US Tax Foreign Investment Income? – Podcast #110

Should you take advantage of high-yield foreign savings accounts? And, how is foreign income taxed? This, and other listener questions on today's episode.

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199a deduction 401k

How the 199A Deduction Impacts 401k Decisions and Tax Rates

The 199a deduction can be complicated. Here are a few scenarios to help determine the best plan for your retirement savings (401k) and lower tax rates.

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investing goals

Designing Your Portfolio Pt1: Define Your Investing Goals

Design an effective portfolio by first defining your investing goals. It's critical to get this step right to avoid numerous problems down the road.

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10 Reasons People Regret Buying Whole Life Insurance

3/4 of physician whole life insurance purchasers regret their decision. Why is that? Mostly because it is a product designed to be sold, not bought.

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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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