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Backdoor Roth IRA

Backdoor Roth IRA

Written by: Corey Janoff We are coming up to the 2024 tax filing deadline and there is still time to contribute to an IRA for 2024! Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the IRS allows you to make prior-year IRA contributions up until the tax...
Should I Make Roth or Pre-Tax Contributions to my 401k?

Should I Make Roth or Pre-Tax Contributions to my 401k?

Should I make Roth or Pre-Tax Contributions to my 401k? Written by: Derek Melvin As we turn the page to a new year, it is always important to revisit your employer benefits and retirement plan details. Specifically for your 401(k), it is important to evaluate and...
What is a Cash Balance Pension Plan?

What is a Cash Balance Pension Plan?

Written by: Corey Janoff  We get many questions from practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401(k) (many are not), a cash balance defined benefit pension plan can be a great...
Last Year of Residency Finance Checklist

Last Year of Residency Finance Checklist

Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of residency or fellowship, you can see the light at the end of the tunnel!  Now is time to get your financial house teed up for success as a you will soon morph into a new...
10 Tax Deductions for Doctors

10 Tax Deductions for Doctors

Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning through every detail of your financial plan to come up with some final tax deductions. It is also a time where you reflect on ways you can find more tax deductions in your...