Physicians

Should you participate in the traditional or Roth 401(k)? Are you eligible for the 403(b) or 457 plans? Should you participate in the pension plan or optional retirement plan? Are you doing a backdoor Roth? Are you eligible for the mega backdoor Roth? If you are self-employed, have you considered tax planning opportunities with the solo 401(k), SEP IRA, Simple IRA, etc.?

If you have student loan debt, do you have a repayment strategy? Do you understand the unique provisions of the various income-based repayment options? Are you going for debt forgiveness? Is debt consolidation or refinancing right for you?

We can help you with these and other issues. Being married to a physician, Chao knows all too well the unique challenges and demands that healthcare professionals face. We have worked with physicians employed by private practice, Parkland and UT Southwestern systems.