Financial Planning and Money Management
Financial Planning and Money Management
Get the straight facts about: -Retirement plans -Investment strategies -Investment products -Fees and anything else that is rarely discussed by the financial industry.
Blog By:
Kon Litovsky
Kon Litovsky

A cash balance plan is an amazing vehicle that allows high-income doctors to accumulate significant tax-deferred assets over a relatively short term. In 2025, a lifetime maximum for a 58-year-old is about $4 million, and this can be accumulated over a 10-year period. There are big advantages to...  Read More
Medical practice retirement plans typically have more assets than the plans of other non-medical businesses with a similar number of participants. And with most of the assets held by the partners/owners, it should come as no surprise that one of the biggest reasons why medical practice plan...  Read More
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