Practice Finance

My investment portfolio has declined significantly in the last 18 months. Are there any tax benefits owed to me?

To help you get control of your financial future, Medical Economics offers our annual exclusive list of the 150 best financial advisers for doctors.

I have an adjustable-rate mortgage that I've had no problem paying, but it's about to go up in a few months and I'm afraid it'll be too expensive. What can I do?

I have several credit cards, two of which have sizable balances. Is there a way I can manage my debt in a way that improves my credit score?

Recent changes in credit card laws will likely affect everyone in ways both positive and negative.

A general rule when deciding between paying down debt or savings is to estimate the difference between the interest rate of the debt and potential return on investment.

The Dow is up; more public corporations have been reporting positive quarterly earnings-but which companies are really performing well?

A little-known fact about credit scores is that generally automobile financing uses a unique set of scores.

A rough year for the U.S. economy had little negative impact on the income of physicians, according to the results of Medical Economics' 2009 Exclusive Survey.

If you do not have stocks with gains, you are better off donating cash.

My daughter is a 19-year-old, part-time student in college. Are we subject to "kiddie tax"?

How can I convert my individual retirement account into a Roth IRA?

What is the difference between a 529 plan and a Coverdell Education Savings Account?

When I sell stocks, how do I know my basis in order to determine the capital gains tax?

Does the same old "buy-and-hold" strategy still have a pulse for those of us in our fifties, sixties, and older?

The challenge: Selling a practice without a broker's help

The self-directed IRA can be invested in any investment the IRA custodian and the IRS allow.

I'm starting to consider an exit strategy for when I'm ready to retire from my practice. What do I need to know about handling the sale of my building, tax planning, retirement options, etc.?

Now may be the time to review your original goals for having a retirement plan, then evaluate whether your plan is meeting those goals.

It is extremely important that you receive proof that there are accounts holding your plan assets.

Primary care physicians with Medicare patients could see a 6 to 8 percent payment boost from the Centers for Medicare & Medicaid Services in 2010.

My nurse recently died and her beneficiary designation form states that her retirement plan assets should go to her former spouse. Since she completed the form years before her divorce, should I honor it?

Although I filed my 2008 return, the IRS subtracted the $8,000 first-time homebuyer credit and sent me a letter requesting additional information. Does the credit still exist?

Adopting a cafeteria plan will allow you and your employees to not only pay health insurance premiums on a pre-tax basis, but also unreimbursed medical expenses, dental expenses, eye care, and pharmaceuticals.

Given the perceived long-term consequences of the U.S. borrowing so much money, should you consider moving funds out of U.S. equities to international equities?

How can I protect my financial plan from the risk of rising inflation and interest rates?

Now is an ideal time to learn about the proven benefits, strengths, and versatility of life insurance and annuity investing.

Physicians who begin practicing and subsequently go back to training in a fellowship have a unique opportunity if they were contributing to a pretax retirement plan, such as a 403b.

An option for residents and fellows who moonlight and want to defer some of their earnings into tax-advantaged plans is to open a Simplified Employee Pension plan.

I'm joining a practice later this summer with a starting salary of $180,000. How much house can I purchase without the fear of becoming "house poor"?