As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.
Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]
Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor [Podcast]
2022 Proposed Tax Changes that Will Impact Doctors [Podcast]
We can finally let out a sigh of relief as we put tax season 2021 behind us! This means we have plenty of time to prepare for the 2022 tax season, and educate ourselves on the proposed tax changes.
As we do every year, we are watching for any changes in federal and state tax law that will affect our doctors in the next year, and impact their retirement.
Investment Chutes and Ladders for Doctors [Podcast]
9 Retirement Landmines of Doctors [Podcast]
Two items we talk about in every first meeting we have with doctors are: retirement, and financial independence. It’s common knowledge in the financial world that doctors already start at a disadvantage for retirement. By the time doctors are attending and able to start saving significant amounts toward retirement, other professionals have had a decade of retirement savings under their belt.
5 Key Estate Planning Tips for Doctors [Podcast]
A Doctor's Side Gig Income: Consulting [Podcast]
Retirement Basics for Doctors [Podcast]
7 Things Doctors Should Know When Transitioning to an Attending [Podcast]
Graduation is just around the corner for many residents and fellows. Over the many years we’ve been helping doctors, we have identified 7 key points they should consider when transitioning to an attending position. These crucial points will protect their financial goals now and in the future. Today we will discuss these steps, and why they are so important.