Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about when to do Roth contributions and 401(k) contribution limits and more!
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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00:00 WCI Podcast #408
02:23 Credit Card Interest Rate Bill
05:09 How to Avoid Backdoor Roth IRA Pro Rata Rule
12:50 401(k) Sub-Accounts
17:03 457(f) Plans
24:58 457(b) Disbursements
29:41 Solo 401(k) Contribution Limits
35:10 Kids' Income & IRS Audits
39:58 Roth Conversion of 403(b) Money
44:20 Short-Term Rental Depreciation