Katherine Vessenes, JD, CFP®, President and CEO of MD Financial, joins her business partner Josh Lantz, CRPC®, CIO, to discuss everything doctors need to know about personal tax planning as they approach the end of the year. Some of the topics for today's video include:
IRA Funding
401k/403b Funding
Solo 401ks
Roth Conversions
Tax Harvesting
Charity
And More!
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Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.
Josh Lantz, CRPC®, CIO and Financial Advisor at MD Financial works diligently with all our teams to coordinate the services we provide for our clients. He wants to make sure all our clients have sound, fiscally responsible, financial plans and feel more comfortable about their future. He can be reached at Josh@mdfinancialadvisors.com.