You will face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. Unfortunately, most doctors have neither the time nor the financial training to effectively address the numerous financial issues related to retirement. As a result, many doctors lose hundreds of thousands of dollars. Learn the leading-edge strategies you need to develop a well-designed plan to ensure a successful retirement. By the completion of this course, you will be able to:

  • Determine when you can afford to retire
  • Select appropriate Social Security timing to maximize benefits
  • Calculate retirement cash flow needs
  • Recognize when and how to take retirement plan and IRA distributions
  • Utilize appropriate tools to convert funds to tax-free Roth IRAs
  • Apply methods to reduce taxes on the sale of your practice

Recommended for doctors within 10 years of retirement. If you are more than 10 years from retirement, consider Achieving Financial Independence.


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