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Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
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Retirement Distribution Strategies-Part 1
One of the most important decisions in retirement planning is how to withdraw your retirement savings in a way that maximizes income and...
How to Build Your Roth Assets: Part 2
We recommend building your retirement assets by contributing to three separate “buckets” of money: 1) traditional retirement accounts; 2)...
How to Build Your Roth Assets: Part 1
We recommend building your retirement assets by contributing to three separate “buckets” of money: 1) traditional retirement accounts; 2)...
Buckets
The main goal for most investors is to save for a comfortable retirement. While each individual’s retirement planning strategy should be...
Roth Conversions
An inconvenient feature of your traditional retirement plan is that the assets will be taxed at your marginal income tax rate when they...
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