Strategize for a prosperous financial future with Healio’s Residency to Retirement
Click Here to Manage Email Alerts
The Residency to Retirement resource center offers insightful and innovative strategies to help physicians reduce taxes, protect assets, invest wisely and build wealth during all phases of their careers.
Tax-savvy charitable planning: How to give and receive tax benefits
The holidays often motivate charitable giving, while in January, a focus on giving can often be part of mapping out the new year’s financial plan. Read more.
How inflation may affect your practice and finances, steps to take now
This article explores how inflation impacts the practice of medicine and discusses precautions to safeguard assets and position for opportunities in the new economy. Read more.
Avoid capital gains taxes like a billionaire using ‘buy, borrow, die’ strategy
Understand the “buy, borrow, die” strategy that billionaires use to avoid capital gains taxes and see what tactics physicians can use to do the same thing. Read more.
Why physicians should be wary of financial media, many ‘traditional’ financial strategies
Physicians should avoid financial tools and strategies designed for the masses and choose an advisory team accustomed to working with high-net-worth investors. Read more.
Private practice physicians often overlook a simple tax reduction tactic
This article offers strategies for physicians who are in private practice and in practices that are taxed as S corporations to efficiently characterize compensation. Read more.
Bitcoin mining as an ancillary income stream: A primer for physicians of all ages
Physicians may consider bitcoin mining as a means to further their cryptocurrency positions and gain firsthand involvement with a growing and scalable income strategy. Read more.
Tax update: What physicians need to know about the current state of tax reform
High-income earners and those with large retirement account balances should understand the provisions in the version of the Build Back Better Act passed by the U.S. House of Representatives in November 2021. Read more.
Bonds are losing money: Actions to take
This article outlines when and how to take action in the U.S. bond market, which has traditionally been viewed as a low-risk vehicle for investing, providing reliable income and preservation of principal. Read more.