Money
Financial Planning Strategies for Physicians
Physicians are among the best-paid professionals but that doesn’t make them immune from financial challenges. From coping with sudden wealth when just starting to work to planning for business succession at the end of many...
We Have $1.4 Million in IRAs and Fully Own a $750k Home. Can We Retire in 2 Years at 60?
Retiring early can be tricky, even if you have considerable home equity. Say for example that you’re married with $1.4 million in your IRAs and a home worth $750,000. Retiring early could well be within reach, but...
I Have $845k in a Traditional IRA. How Can I Reduce Taxes When Converting to a Roth?
There’s no way to entirely avoid paying income taxes when you convert a traditional IRA into a Roth account. However, with smart financial planning you can reduce the impact of those taxes. A financial advisor can help you...