Practice Finance

Understand more about why refinancing rules have changed.

Understand whether it is wise to institute an electronic health records system just prior to retirement.

Know whether your family can inherit your IRA account.

Discover whether there is a way that spouses combined can contribute more than $13,000 annually to children's 529 accounts.

401(k) plan?

Retirement benefit options I can

Determine whether gold is a safe investment.

The financial services reform legislation passed in July contains numerous provisions, two of which will be of interest to physicians. One concerns banking and lending; the other involves investing.

Offer my employees instead of a

Understand how Social Security tax payments work.

How to defend against tax audit.

Learn about 401(k) interest before proceeding with plans to withdraw money.

Monitor how tax laws change as you review your investments.

Learn the detals of a buy-sell agreement.

Why do some 401(k) portfolios perform better than others?

How to know whose health plan to use for your children in case of divorce.

Know how to pay your taxes as locum.

Determine whether to pay cash or not for a new car.

Be sure to update retirement account data for beneficiaries' sake.

Learn how to reverse and IRA/Roth IRA conversion and its tax implications if markets drop.

With money market and short-term U.S. government yields not very different from hiding your dollars under a mattress, huge amounts of investment dollars have gone into bond funds.

Prioritize and coordinate recommendations from financial advisors.

A simplified employee pension is a form of an IRA.

Identify the major tax changes stemming from the healthcare reform legislation.

Tactical investment strategy is defined.

Know the advantages of being incorporated.

Understand how a loan sold to the DOE affects the status and servicing of the loan.

The financial crisis of 2008-2009, along with more recent concern over the large debts run up by Greece and some other members of the European Union, has made debt a frequent topic of meetings with clients.

Tax-free mutual funds own municipal bonds. Tax-free funds generally provide lower pre-tax returns than taxable counterparts.

Physicians often count on the eventual sale of their practice to fund their retirement.