by Corey Janoff | Feb 12, 2025 | Blog
Written by: Corey Janoff Backdoor Roth IRA 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...
by Corey Janoff | Feb 4, 2026 | Blog
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...
by Derek Melvin | Jan 14, 2026 | Blog
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...
by Derek Melvin | Oct 15, 2025 | Blog
Author: Derek Melvin What Do I Do With Old My Old Retirement Plan? Today is the last day at your current job. At this point, I am sure there is plenty going through your mind. Some may be excited to be leaving and looking forward to what is next, others may be packing...
by Corey Janoff | Aug 6, 2025 | Blog
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...
