Retirement Account Q&A
Answering reader questions about retirement accounts and what to do about the Backdoor Roth IRA. Also, an interview with WCICON22 speaker Dr. Altelisha Taylor.
There are dozens, if not more, ways to save for retirement. It ranges from employer-assisted accounts like 401(k)s and 403(b)s to self-funded vehicles like IRAs and HSAs. Learning about retirement accounts is paramount to good financial literacy.
Answering reader questions about retirement accounts and what to do about the Backdoor Roth IRA. Also, an interview with WCICON22 speaker Dr. Altelisha Taylor.
Ready to complete your Backdoor Roth IRA with Fidelity? Check out this tutorial which will walk you through it step by step.
Ready to complete your Backdoor Roth IRA with Vanguard? Check out this tutorial which will walk you through it step by step.
After completing your Backdoor Roth IRA follow these steps to report both the contribution and the conversion in the TurboTax software.
There is plenty of confusion about spousal IRAs and how to use them. Let's go through them step by step and see if they make sense for you.
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Answering listener questions about retirement, with topics surrounding Roth IRAs, risky bond options, and what to do about high inflation.
Discussing all kinds of retirement accounts and what the maximum contributions for those are. Also answering listener questions about solo 401(k)s and active bond funds vs. index funds.
Tempted to hide errors made with your self-employed retirement account? The IRS's Voluntary Correction Program may be the better choice to bring it back into compliance.
Interview with Dr. Victor Mangona discussing everything about cash balance plans: what they are, who should consider, tax savings, risks, how to convince your practice to adopt, and lots more.
Should the foreign physician working in the United States save for retirement utilizing 401(k), 403(b), Roth IRA, and HSA accounts? It's a strategy worth serious consideration.
If you are over the age of 50, take advantage of retirement catch-up contributions to power up your goal of financial independence.
The self-employed have plenty of options for retirement savings: an i401(k), SEP IRA, HSA, Defined Benefit/Cash Balance plans, etc. Which is best for you?
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong. Here's how to get it right and make contributions a simple task.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.
Medical school may not have taught you about money, but we will.
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