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Physician Retirement Planning


Why the Scripps Clinic Medical Group 401(k) and Market Rate Cash Balance Plan Stand Out as Two of the Strongest Physician Retirement Benefits in the Country
This article discusses the Scripps Clinic Medical Group 401(k) Plan and the Scripps Clinic Medical Group Cash Balance Plan, what makes it so strong, how it can be improved, and how Scripps Clinic Medical Group Physicians can use it to help them achieve their goals and retire comfortably.
Daniel Harris


10 Essential Questions and Answers: What Every Late‑Career Memorial Sloan Kettering Physician Should Know About Their Memorial Sloan Kettering 403(b)
This article discusses 10 essential questions and answers for Memorial Sloan Kettering physicians who are close to retirement
Daniel Harris


Planning Your Retirement as a Physician at University of Pittsburgh Medical Center (UPMC): A Comprehensive Guide
If you are a UPMC physician with at least $1 million saved in your retirement account, this article discusses 6 key things to consider to have a comfortable transition to retirement from UPMC. This article is written by D.R. Harris & Co. - a national expert at advising physicians throughout the US on how to retire comfortably. We advise physician clients throughout the United States
Daniel Harris


Advocate Aurora Health 401(k): 9 Important Questions and Answers About What we Feel is One of the Best Physician 401(k)s for a Large Group Provider
This article answers 9 important questions and answers about the Advocate Aurora Healthcare 401(k)
Daniel Harris


Best Fiduciary Financial Advisor in South Carolina
This article discusses one of the best fiduciary financial advisors for physicians in South Carolina, why fiduciary and fee only advisors matters for South Carolina physicians, whether working with an financial advisor will really help South Carolina physicians, who D.R. Harris & Co. serves with their financial advice, and What to expect from D.R. Harris & Co. if you are a South Carolina physician looking for a highly specialized fiduciary financial advisor to work with virtu
Daniel Harris


Retirement Planning for SCPMG Physicians: How Southern California Permanente Medical Group Physicians Can Reduce Retirement Anxiety: A Financial Guide for Doctors 50+
Retirement should be a rewarding next chapter — not a source of stress or uncertainty. But for many physicians in Southern California, especially those 50 and older working under the Southern California Permanente Medical Group at Kaiser Permanente hospitals in Harbor City, Moreno Valley, and Ontario, retirement anxiety is real and understandable.
If you’re a physician nearing retirement and feeling overwhelmed by financial decisions, you’re not alone. In this post, we’ll
Daniel Harris


Physician Retirement Planning: 5 Pitfalls Doctors Over 50 Still Miss
Many physicians over 50 overlook critical retirement planning mistakes—like tax exposure, lifestyle costs, and estate gaps. Learn five key pitfalls to avoid and how to build a more confident, tax-smart retirement.
Daniel Harris
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