WCI Podcast

Описание: Today we are answering your questions about investments accounts. We answer questions about UTM accounts and what the tax implications are, how to choose benefit options inside a 401a, whether or not to buy a pension, what to do with your solo 401(k) when starting a W2 job, and of course a Roth 401(k) question 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 #320
05:00 Contributing Lawsuit Money To 401(k)
06:52 UTMA Tax Implications
11:42 401(a) vs. Pension
16:47 Roth vs. Traditional After SECURE Act 2.0
20:55 What To Do With Solo 401(k)
24:22 WCI Scholarship
26:14 Backdoor Roth IRAs