Tag: saving
Physician Finance: Retirement – Asset Allocation
You have taken a big step, you have opted to put part of your paycheck into your employer’s 401k, or you have opened up your own Roth IRA. There is now money in the account, but now what? In this module, we will go over some of the basics of investing, so you can use […]
Oct 24, 2024
Physician Finance: Life Insurance
Healthcare professionals must recognize, perhaps more than most, that we will all die someday. While we all hope to live long and healthy lives, we know that accidents, cancer, and other illnesses can strike at any age. We must consider what happens to those we leave behind. We must be especially mindful of those relying […]
Oct 24, 2024
Physician Finance: Retirement – The Advantages of Tax-Advantaged Retirement Accounts
This module identifies the difference between marginal and effective tax rates, the tax advantages of using tax-advantaged retirement accounts, and the tax-advantaged retirement accounts that are best during low-income years and which are best during higher-income years.
Mar 15, 2024
Physician Finance: Retirement Part 1
This e-module identifies the barriers to physician’s retirement, factors that impact how much money to save for retirement, and the factors that impact the ability to save enough for retirement.
Aug 28, 2023