News and Updates
Will an Irrevocable Trust Lock In Today’s Estate Tax Exemption?
“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]
Should You Max Out a Deferred Compensation Plan? It Depends.
“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]
Moving to a No-Income-Tax State? Here’s What You Should Consider
“We’re considering relocating to a no income tax state. What should we evaluate beyond just taxes?” This is a great question—and one that deserves a closer look. While the idea […]
Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians
“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]
How Doctors Can Reduce Taxes While Saving for Retirement
This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]
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