What’s A Roth Conversion and Is It A Good Move For You?
High-earners, like most doctors, surgeons, and physicians, face an interesting conundrum when saving for retirement. They need to save more…
Category: Taxes
5 Things To Know If You’re Relocating To Charleston, SC For Retirement
Charleston is rich in history, food, nature, and more. If you’re considering relocating to Charleston in retirement, it’s an incredible…
How Carilion Clinic Employees Can Make The Most of Their Retirement Benefits
If you’re an employee of Carilion Clinic, you likely have a generous compensation package. But with a complex and varied…
How To Build A Strong Retirement Plan As A High-Earning Physician
Physicians are some of the most disciplined and driven people in the world. You spent more years in school than…
How New Doctors Can Navigate a Physician’s Mortgage (And Buy The Right House)
Doctors interested in purchasing their first home tend to face more hurdles than other homebuyers. Their debt-to-income (DTI) ratio is…
Benefits of Using a 529 Plan
There are multiple ways to save for your child or grandchild’s future and it’s always a great idea to start…
Traditional vs. Roth IRA
Individual Retirement Accounts, or IRA’s, are savings vehicles that offer tax benefits and the ability to invest in the stock…
What is a Health Savings Account (HSA)?
A Health Savings Account (HSA) is a powerful savings vehicle that can be used for qualifying medical expenses. As medical…