Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions - WCI Podcast
Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 401(k) game. Then we talk about if you can contribute to both a solo 401(k) and the TSP if you are in the military, we discuss 401(k) employer matching, concerns around losing a non-governmental 457b, what to do with an inherited IRA, and converting from pretax to Roth.
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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 #372
06:08 DO vs. MD Schools Follow-up
09:34 Ascensus Taking Over Vanguard’s 401(k)s
14:12 Can I Have TSP, Solo 401(k), & IRA
18:11 Un-Vested 401(k) Matches
20:21 Protecting Your 457(b)
23:53 Roth Distributions & Form 8606
27:47 What To Do With an Inherited IRA
32:41 Solo 401(k) vs. SIMPLE IRA
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