Adam Braunscheidel

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a complex challenge.

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a complex challenge.

Retirement planning for physicians is a critical aspect of financial management, given the unique challenges and opportunities they face.

Retirement planning for physicians is a critical aspect of financial management, given the unique challenges and opportunities they face.

Completing medical education and training is a monumental achievement that can launch a successful lifetime career.

Physicians of all specialties are likely aware of health savings accounts and their use by patients and doctors alike to pay for health-related expenses.

Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret it as a warning against owning too much of one individual stock in a portfolio.

Most medical practices nationwide sponsor some type of qualified retirement plan (QRP), including 401(k)s, profit-sharing plans, defined benefit plans and hybrid plans. Most physicians do not realize that a growing area of liability for all businesses, including medical practices, relates to QRPs and how they are managed.

During a volatile market environment like we are in today or the steep market pullback at the onset of the pandemic in 2020, many investors, including orthopedists, feel a powerful drive to act in response.

During a volatile market environment like we are in today or the steep market pullback at the onset of the pandemic in 2020, many investors, including physicians, feel a powerful drive to act in response.