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In Retirement: Retirement Income and Legacy Planning

Retirement planning for physicians involves some unique considerations. Some look to us for assistance with succession planning for their practice. Other physicians want help balancing their income needs, tax liability, and concerns about the future. Many begin to think about their legacy and their impact on family and the community around them.

At this stage in life, the Retirement Income and Legacy Planning process helps:

  • Succession planning and practice buyouts
  • Retirement income planning
  • Advanced estate planning
  • Tax reduction strategies
  • Determine strategies to optimize tax liability and stability of IRA withdrawals
  • Balance your production and overhead as you transition out of practice
  • Integrate your financial strategies, personal values, and concept of legacy
  • Uncover potential mistakes in your estate documents, asset ownership, and beneficiary designations