![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)
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.
4 Tax Rules for Doctors’ IRA Contributions [Podcast]
![4 Tax Rules for Doctors’ IRA Contributions [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1698857463101-ZFDJVTYZATHSCDRHIMMF/Doctor+Adding+to+Piggy+Bank.jpg)
Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]
![Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1708553934244-V65VHM10GER0C1AQ8BC8/northfolk-b_Qt9f2egBM-unsplash.jpg)
Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor [Podcast]
![Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1666191294779-WQ5WPWI1C686VX32WULL/pexels-mikhail-nilov-7681757.jpg)
The Doctors's Cascade Catastrophe Plan [Podcast]
![The Doctors's Cascade Catastrophe Plan [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1631572254305-549BFQE3JG4IJ2FK0YVZ/xuan-nguyen-ricmOR_T2rM-unsplash.jpg)
When things go wrong or when the unexpected happens (like all of 2020) we want our clients to feel that they’re prepared. This is why we help our clients build a “Cascade Catastrophe Plan.” With this plan in place, our doctors are able to take financial obstacles in stride without throwing off their whole retirement plan.
5 Key Estate Planning Tips for Doctors [Podcast]
![5 Key Estate Planning Tips for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1628608309025-IFC2NAD5CN3HSXZFDC4M/pexels-tima-miroshnichenko-5591247.jpg)
Inflation Info for Doctors [Podcast]
![Inflation Info for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1623185930604-L1PH4SZIGO7BP0PVG2C5/jp-valery-lVFoIi3SJq8-unsplash.jpg)
Today’s topic is something you’ve likely heard about in the news quite a bit: inflation. Inflation occurs when the prices of goods and services increase steadily over time. This results in consumers buying fewer of these goods and services with every dollar they have saved. Can we predict it? How do we prepare for it? How can we rest at night with so little control over it?
Risk Tolerance for Doctors [Podcast]
![Risk Tolerance for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1622583307748-OAU1YKAJ3150SXY8ERG4/edge2edge-media-uKlneQRwaxY-unsplash.jpg)
7 Things Doctors Should Know When Transitioning to an Attending [Podcast]
![7 Things Doctors Should Know When Transitioning to an Attending [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1621435965742-57Q385FQXJ4M2A1OI0N6/clay-banks-cEzMOp5FtV4-unsplash.jpg)
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.
Top Mistakes Doctors Make with their Finances [Podcast]
![Top Mistakes Doctors Make with their Finances [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1620247551829-N7UPKN0YUNMZHLPT4NYR/pexels-poppy-thomas-hill-6555379.jpg)
Through the years, Katherine has seen certain mistakes repeated among physicians and dentists. To better understand and then correct these mistakes, Katherine joins Dr. Kristy McAteer, from Brown University, to discuss the biggest blunders she sees, and how to take actionable steps to correct them.
Contract Reviews for Doctors [Podcast]
![Contract Reviews for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1620228085325-3J4W8ZSERA6MRUMC9WNG/contract.review.jpg)
Contracts can be confusing with their legal jargon and dozens of pages. Often, our doctors know what to expect for income but are not so sure about how other benefits compare and which benefits they really need. One of the many services we provide our clients is a financial review of prospective employment contracts.
Doctors, What is a Financial Plan? [Podcast]
![Doctors, What is a Financial Plan? [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1603915259515-FCNELP39OLIN62Q7LQQC/Concierge+Service.jpg)
Today’s podcast is all about financial plans. As you well know, every doctor needs a plan when going into surgery. Well, doctors need a plan when meeting with their advisor as well. We will cover what should be included in a financial plan and what you need to know when you sit down with an advisor.
Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]
![Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1601561895219-SY6ZCR9ZQSUHEWAQROA6/patrick-metzdorf-xyQnsGRmeNQ-unsplash.jpg)
Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.
![Doctors, Where Should Your 401k Money Go? [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1581977101044-1U7LB0ZL5EDZXAE1H263/Retirement+Plan+Chalkboard.jpg)