![4 Tax Rules for Doctors’ IRA Contributions [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1698857463101-ZFDJVTYZATHSCDRHIMMF/Doctor+Adding+to+Piggy+Bank.jpg)
![10 Observations Over 10 Years of Working With Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1646415588601-B6LJNO54SA6ELBXZJFE2/scott-graham-EPppwcVTZEo-unsplash.jpg)
April 2021 marked MD Financial's 10 year anniversary of working exclusively with doctors.
In that time we've learned so much about what makes you doctors resilient, compassionate, and have also learned about where you need our help the most.
Financial Planning, Retirement Planning
The last few years before you hang up your stethoscope can be critical to a doctor's successful retirement. In this episode of More Money Minutes for Doctors, Katherine Vessenes, CEO and founder of MD Financial Advisors, covers the five things every doctor should do before handing in their resignation.
![5 Things Every Doctor Should Consider Before Retiring [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1722536007045-7LMIAAUS2LBUQVLHXHZG/beach+chairs.jpg)
Financial Planning, Retirement Planning, Savings
Many of our doctors are confused about Roth accounts, which ones they can have, and how they differ. In today’s podcast, Katherine Vessenes, CEO and founder of MD Financial Advisors, breaks down the differences between Roth IRAs and Roth 401ks and Roth 403bs. She highlights how they can work individually and together to help doctors feel more confident in their investments and retirement.
![Doctors and Roth Accounts: Saving Millions for Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1719253970159-YZ8Y2G4AIZJVQRNTNL8X/pexels-karolina-grabowska-4021775.jpg)
Financial Planning
Today Katherine Vessenes is joined by Ben Kirchner as they financial planning FOMO.
![Doctors and Financial Planning FOMO [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1708554954783-M8SGDOL34GWJ3ECOEGUD/northfolk-b_Qt9f2egBM-unsplash.jpg)
Financial Planning, Retirement Planning, Savings
You may have heard the buzz surrounding developments with SECURE Act 2.0. Today, we're diving into the new IRS rules that would allow rolling over 529 plans into a Roth IRA. Let’s unravel this news and determine if it's a viable option for you.
![SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1711637590036-P6R2BQ9SEAZBDHY10SYK/529_Roth%2BIRA%2BRollover%2BWebsite%2BBanner.jpg)