6 Keys to Retirement Success
Replay from Jan. 20, 2023
You’ll learn about:
- Social Security benefits and how spousal benefits impact married physicians
- Bridging the health insurance gap from early retirement to Medicare and Medicare choices
- Generating income from investments
- Identifying a long-term care plan with or without insurance
- Considerations for your estate plan
- Why physician taxes usually drop at retirement, increase later, and what to do about it
Resident Financial Blueprint
Replay from Feb. 9, 2023
Topics addressed:
- Prioritize where to focus dollars first
- Developing a budget / cash flow plan
- Determine insurance needs like disability and term life
- Legal documents like power of attorney and when to get a will
- Debt strategies for consumer debt and student loans
- Investing for retirement using employer and personal accounts
2023 Tax-Smart Yearend Planning
Dec. 5, 2023 at 7:30 PM Central
Learn about tax items to consider for 2023 and 2024 including:
- Maximizing deductions
- Timing property tax payments
- Charitable gift strategies
- Tax loss harvesting
- Whether to do a Roth conversion
- Minimizing Medicare IRMAA premiums
- Retirement and tax considerations for 2024
Not a Society Member?
All events are provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP®.