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Tax Planning for Physicians


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


Retirement Planning for The Permanente Medical Group (TPMG) Physicians Ages 55-65 - 7 important questions to address
This article discusses 7 important questions for a Permante Medical Group physician to address in the 5-10 years before retirement or shifting down to 6/10 time.
Daniel Harris


How Cedars-Sinai Imaging Medical Group 401(k) Helps Radiologists Build Real Financial Security - a quick primer
This article discusses the potential strengths and financial benefits of working at Cedars Sinai Imaging Medical Group.
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


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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