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Tax Planning
Lower Your Tax Bill Using A Donor Advised Fund (DAF) – Live Case Study!
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Roth Conversions and Why They Are Vital. Live Case Study!
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3 Tax Tips After Year-End
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Roth IRA Strategies for Physicians
The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… 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
How To Build a Tax Efficient Taxable Account as a Physician
As a physician, you are in a fortunate spot to have to use taxable investment accounts. However, many of us feel cold sweat bead down our neck when we hear “taxable” as a high-income household…. Read More
Your HSA Can Be a Great Tax Tool
It is safe to say no one likes taxes, and one of the most common questions we get is, “Chad, what are some good ways to help with my tax bill?” Our first compliant answer,… Read More
9 Incredible Money Habits for Doctors to Establish ASAP
Your habits inform the way you live your life — whether you consciously realize it or not. Those habits don’t only impact your personal life; they can also affect your money. Are you a spender… Read More
10 Common Tax Deductions for 1099 Physicians
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