Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:

Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA

529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529

SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan

4 Tax Rules for Doctors’ IRA Contributions [Podcast]

As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.

Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

Welcome back to More Money Minutes for Doctors. Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.

Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]

Welcome back to More Money Minutes for Doctors. Today we delve into a crucial topic: determining the minimum effective financial dosage for doctors to achieve lasting financial security. In the realm of financial advice, countless articles offer tips for enhancing your finances. However, just as doctors prescribe the minimum effective dose for patients, should there not be a similar approach for doctors managing their finances? Let’s explore this concept.

Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]