Tax-Sheltered Savings Beyond 401k, Roth IRA, & 529-Expert Sessions with Johanna Fox CPA,CPF,RLP

It was a pleasure to have “sat” with Johanna Fox CPA,CPF,RLP this early Saturday morning (via face time, in the comforts of our respective home offices.) As I need more tax-efficient space to save money beyond (my Roth IRA, Roth

DWM Grand Rounds #1: Doc-to-Doc on Personal Finance

DWM Grand Rounds #1: Doc-to-Doc on Personal Finance

Title: Doc-to-Doc on Personal Finance & Physician Support Initiative   Highlights: Student loan management Public Service Loan Forgiveness Maximize Tax Efficiency/ Investment Return Physician Support Initiative P.S.I.   Date & Time:                                                              Location: July 6th, 2016 12-1 pm        

How I Contributed $23.5k to Roth IRA/Roth 403b in 2015 as PGY2

I’m a big proponent of maxing out available Roth space during low income/training years. However, most of us don’t have enough income to put $23,500 post-tax dollars away on resident/fellow income. Below I will share how I contributed $23,500 post-tax

Revised Pay As You Earn (REPAYE) or Refinance?

This is an in-depth discussion about whether to go for Revised Paye As You Earn (REPAYE) or refinance your student loans with private banks like DRB or LinkCapital. Reader wrote: “My current thought is if someone wants to stay and

Where to put limited PGY dollars?

As we become aware of how the time value of $ works against us (student loan interest), we will also learn about how it works for us. After refinancing your student loan, not only do you enjoy paying off an