Financial Planning Posts

A couple reviews financial paperwork at home.
Updated: November 17, 2022

457 vs. Roth IRA Retirement Plans: Key Differences to Know

Melissa Brock
By Melissa Brock
457s and Roth IRAs are both savings plan options that can help you reach your fu ... Read More
Financial Planning
Happy physician working at a computer.
Updated: November 14, 2022

403(b) vs 457(b) Retirement Plans: Which Is Better for You?

Melissa Brock
By Melissa Brock
A 403(b) plan allows employees to contribute some of their salary to the plan. 4 ... Read More
Financial Planning
Female physician works on her laptop in her office.
Updated: November 10, 2022

What is a 457(b) Plan & Is It Right For You?

Melissa Brock
By Melissa Brock
457s are nonqualified, tax-advantaged deferred compensation savings plans for go ... Read More
Financial Planning
Happy physician looking at phone
Updated: November 7, 2022

Can a 457 Be Rolled Into an IRA? Here's What to Know

Melissa Brock
By Melissa Brock
A 457 plan is an employer-sponsored, tax-favored deferred compensation plan for ... Read More
Financial Planning
Smiling older physician on the phone in his office.
Updated: November 4, 2022

Physician LLCs: Benefits to Know & How to Get Started

Melissa Brock
By Melissa Brock
An LLC for physicians has more tax flexibility than a corporation, as they are t ... Read More
Financial Planning
a female resident physician works on her computer
Updated: April 4, 2024

Tax Deductions for Medical Residents to Know in 2024

Screenshot 2024 03 14 at 3.32.22 PM
By Eric Bork
As a medical resident, figuring out tax deductions and how to best reduce your t ... Read More
Financial Planning