The Physician's Retirement Crisis
Why High Earners Are Falling Behind
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Most physicians don't start serious retirement planning until their 40s or 50s — after years of medical school, residency, and building their practice.
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Between federal and state taxes, high-earning physicians lose 40-50% of their income to taxes every year. Traditional 401(k) plans with their modest contribution limits simply can't generate the wealth needed to maintain their lifestyle in retirement.
The Power of Leveraging Tax Planning With Wealth Planning​
Our retirement plan designs give business owners the ability to slash their tax bill by $100,000 to $200,000+ annually. For individuals in the highest tax brackets, this means keeping significantly more of what you earn while simultaneously building retirement wealth.​​
Retirement Savings
Increased by $250,000 annually
Taxable Income
Decreased by $250,000 annually
Tax Savings
Increased by $100,000 annually
The next step is a brief, no-obligation consultation to determine whether our approaches would create meaningful value for your specific situation. During this conversation, we'll discuss:
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Your current business structure and profitability
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Your maximum annual contribution and tax deduction potential
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Guaranteed retirement income projections with zero market risk
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Existing retirement vehicles and tax planning approaches
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Tax savings and retirement accumulation opportunities