The Pro Rata Rule Explained
The pro rata rule seems to be something that gives investors some pause and concern. I think because anytime that there is a financial “rule,”
Taxes
Finance Flash Go! Episode #138: Tax Refunds
Today on the Finance Flash Go! podcast, we will debate if tax refunds are good or bad… Listen to the full episode and subscribe here!
PhREI Network Roundup 10-19-23: 3 Things I Learned From a Huge Tax Book
As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! Carpe
Investing in 529 Accounts Just Got Even Better!
For doctors, investing in 529 accounts has always held some nice advantages. But, with the recent passing of the federal SECURE 2.0 Act, investing in
Money Matters in Medicine: My Book Review
I’m really excited to announce that my book, Money Matters in Medicine, is officially published! Why did I write a book? Ever since I started
PhREI Network Roundup 7-27-23: How to Transform Your Home From a Liability Into an Asset
As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! Carpe
Can Doctors Learn to Lower Their 2023 Tax Burden?
The 2022 tax deadline is now long gone. Yet another tax year that has passed. And another year that I heard tons of physicians in
PhREI Network Roundup 7-6-23: Marginal Tax Rate vs. Average Tax Rate
As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! Carpe
5 Ways W2 Physicians Can Lower Their Taxes
A very frequent question that I get asked is “How can W2 physicians lower their taxes?” I believe I get asked this a lot because