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White Coat Investor Podcast
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions
Jun 20, 2024
In this episode, they discuss recent changes with Vanguard in solo 401(k), contributing to both a solo 401(k) and TSP in the military, concerns about losing a non-governmental 457b, inherited IRA management, and converting from pre-tax to Roth. The episode also includes a sponsorship message from SoFi offering financial services for medical professionals.
37:22
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Quick takeaways
- Opting for a solo 401(k) can offer more control and flexibility for retirement savings.
- Utilizing an inherited IRA for long-term needs can provide tax advantages and estate planning benefits.
Deep dives
Inherited IRA and Asset Allocation
Using an inherited IRA for long -term needs can provide tax protection and estate planning advantages. The flexibility of an inherited IRA allows stretching it for decades, preserving tax benefits. While considering a house down payment, adjusting the asset allocation to less aggressive options like cash or bonds might be prudent.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode