5 Traps That Can Ruin Your Roth IRA When it comes to managing retirement accounts, the Roth IRA is a popular choice due to its tax-free growth and withdrawal benefits. However, certain life events can… Read More
5 Traps That Can Ruin Your Roth IRA
Retirement Planning
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
Why You Should Prioritize Your Retirement Over Your Kids’ College Savings Today’s topic is a tough one: your retirement is more important than your kids’ college savings. As a parent of three young kids, I… Read More
You Should Not Have an IRA as a High-Income Earner!
Why High-Income Professionals Should Rethink IRAs: A Deep Dive into Simplification, Asset Protection, and Backdoor Roth IRAs While Individual Retirement Accounts (IRAs) are undoubtedly popular tools for retirement planning, they may not always be the… Read More
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study! Today’s topic is an important one that many of us often ponder: “Am I saving enough?” This question came from one of… Read More
Roth Conversions and Why They Are Vital. Live Case Study!
Unleashing the Power of Roth Conversions for High-Income Earners As a high-income earner, you’re likely no stranger to leveraging various financial strategies to optimize your savings and minimize your tax burden. Today, we’re diving into… Read More
How to Make 529-To-Roth IRA Transfers
Unpacking the New 529 to Roth Transfer: Guidelines and Strategic Insights for 2025 and Beyond The introduction of the ability to transfer funds from a 529 plan to a Roth IRA marks a significant shift… Read More
Retirement Savings Accounts for Physicians in 2025
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2025? What might not be as clear is what type… Read More
Top 6 Money Errors Doctors Make
Are you a physician struggling with your finances? Yes, we see a lot of money errors from doctors (It happens! It can be fixed. I promise.). In this post, we will cover the top 6… Read More
The Annual Financial Check-Up for Doctors
As a doctor, you’re probably incredibly familiar with performing annual check-ups for your patients — but it’s important to have an annual financial check-up as a doctor, too. We have a very long list, both… Read More
8 Ways To Achieve Financial Success as a New Attending
Congratulations — you’re coming up on a very exciting time in your medical career, and that means it’s time to achieve financial success as a new attending physician! As an attending, you have many doors… Read More