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WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

White Coat Investor Podcast

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Navigating Solo 401k Administration and Retirement Savings Strategies

This chapter covers various aspects of Solo 401k administration, discussing the transition from Vanguard to Census and the advantages of customized plans. It explains rules for multiple 401k accounts, the impact of leaving an employer on matching funds, and the concept of vesting. The chapter also provides guidance on retirement savings strategies, including managing inherited IRAs and utilizing funds for different purposes while balancing tax benefits and personal goals.

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