Having access to any combination of a 401(a), 401(k), 403(b), or 457(b) offers unique benefits & challenges in deciding how to utilize the plans that are available to you as a physician.
Preparing for retirement? Here are the 3 biggest tax mistakes we see for those who are approaching or entering retirement.
What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions...
As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably...
Learn about Traditional, Roth, and After-Tax 401(k) plans and how they can fit into your retirement savings strategy.
Purchasing a vacation home or a second home is a significant financial decision. Are you ready to take on the added time commitment? Are you buying the property purely for recreation or will you rent it out as well? These and many other questions are important to consider to...
At Oread Wealth Partners, we understand the unique challenges and opportunities that physicians face, and we can help our clients make informed decisions about their finances. Whether you're just starting out in your career or nearing retirement, we can help you create a plan that aligns your finances with...
Investors and depositors often hear about two forms of insurance that offer protection in case of a financial institution's failure: the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). While both forms of protection aim to safeguard investors and depositors, there are some significant differences...
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