Syed Nishat, BFA

The new 530A accounts are traditional IRAs that are custodianed by an adult but owned by a minor. These accounts will be available for contributions in July 2026, though custodians may submit account opening information now.

The Corporate Transparency Act, part of the National Defense Authorization Act of 2021, requires disclosure of all beneficial owners of entities, with harsh penalties for those businesses who ignore this requirement.

At the start of each year, everyone is clamoring to figure out what the next 12 months will be like when it comes to the stock market and investment outlook.

10 insights investors should consider in 2023.

10 insights investors should consider in 2023.

The sweeping legislation contains tax code reform, health care provisions and climate change action. What does it mean for physicians?

Use this tax deferral method to front-load depreciation deductions

Cost segregation is a tax deferral method that front-loads the depreciation deductions.

These 10 strategies can make your year financially successful.

Maximizing contributions to an HSA can help a physician be more financially secure in retirement.

10 deductions physicians should check out

As an educated investor, it’s good to have a basic understanding of what exactly cryptocurrency is and how it can impact your financial future.

In retirement, tax-free income is the ideal way to take distributions, and a Roth IRA remains one of the best ways to get that benefit.

Saving is a habit that can be formed at an early age with proper guidance from parents.

There are tools physicians can unlock to gain the financial benefits of a Roth IRA.

How tools such as backdoor Roth IRAs and conversions can help physicians reach their financial goals.

Cash balance plans can help physicians save on taxes