Beyond the 403(b): The Massachusetts Hospital 457(b) Distribution Trap

Massachusetts hospital physicians at UMass Memorial, Reliant, Saint Vincent, and MetroWest can shelter serious income in a 457(b) — but the distribution rules and creditor exposure can undo years of savings. Here's how to maximize the plan without walking into the trap.

The Six-Figure Tax Shield: Cash Balance Plans for Practice Owners & 1099 Doctors

Practice owners, partners, and 1099 physicians can layer a Cash Balance Plan on top of a Solo 401(k) to shelter six figures of income each year. A fiduciary look at the most underused tax strategy in high-income medical practices.

Hanging Up the Stethoscope: Transitioning Your Portfolio and Specialty Disability Insurance

Retiring from medicine isn't a light switch — it's an identity transition wrapped in a financial one. A deliberate guide to specialty own-occ disability coverage, practice equity, and building a portfolio income runway three to five years out.