Physician's Money Digest

Looking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either standalone or in sequence.

Don't let rising inflation wreck your portfolio

With the return of inflation, continuing COVID-19 shocks and geopolitical instability, many investors have girded themselves for volatility. Fortunately, you can help to protect your assets from sudden, unpredictable moves in the markets and the economy.

Results of the 93rd annual Medical Economics physician survey are live.

Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect fit.

The stock market has been volatile lately. Should this change your investment strategy?

For a physician, a partner buy-in agreement is an admission to the ownership and management of the practice as well as a landmark in a medical career.

The right investment strategy can help protect your wealth from rising inflation and keep you on track for retirement

Is your marketing plan working for you?

Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.

Tips for physicians to reduce their tax bill.

Avoid these pitfalls when selling your medical practice.

What physicians with student loans need to know about these changes.

What you need to do when you invite a new partner — or become a new partner — in a medical practice.

Use this tax deferral method to front-load depreciation deductions

What physicians need to know about donor-advised funds

Fixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans.

Michael Joyce, president of financial consultant Agili, discusses an average retirement age for doctors.

Occasionally it makes sense to cancel a new policy and get a better one.

Communication, staff error, and illness are all reasons a reporting extension might be granted

The public generally does not think of physicians as being financially stressed, but in many instances that is the case.

Physicians with an interest in adding real estate investments to their portfolio may wonder how they can possibly make the time to manage properties and do their jobs. But real estate experts offer several ways to earn passive or semi-passive income from real estate that don’t require becoming a landlord.

Consider these alternatives instead.

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

Emergency department visits are a big contributor

American Rescue Plan includes $19.2M for training doctors in underserved areas

When it comes to financial planning, physicians have different concerns that most individuals.

There are plenty of reasons for people to get their estate planning done despite, or even because of, potential future changes from Congress.

Whom to appoint should be an area of focus for physicians with significant accumulated wealth as they plan their estates.