Joel Greenwald, MD, CFP

Articles

As physicians near retirement, they often wonder how they can turn the nest eggs they've accumulated into income for the rest of their lives. For some, annuities may be the answer.

Annuities as a Retirement Income Planning Tool

Many physicians don't often give adequate thought and planning to the "when" and "how" of their Social Security benefits. Such an oversight might result in missing out on hundreds of thousands of dollars over their lifetime.

4 Social Security Benefit Strategies for Physicians

Many physicians planning for retirement often wonder how much they'll be able to safely withdraw. In the past, people followed the 4% rule, but the method doesn't really apply anymore.

How Much Can You Safely Withdraw During Retirement?

By determining how much risk is appropriate in your portfolio you are taking steps that will help you guard against panic and regret during the next bear market.

Three Steps to Avoid Regret in the Next Bear Market

For many physicians the term "required minimum distributions" remains a mystery. However, it is critical that physicians pay attention to RMDs - overlooking the rules can be costly.