ER Doc Advisor

In this episode, we discuss the rules for contributing to multiple retirement accounts with separate employers, talk about how to remedy an accidental over-contribution, and even get into a scenario where an intentional over-contribution could make sense.

Money Talk For ER Docs™: Ep #176: Maxing Out Multiple Retirement Plans ER docs tend to lead financially complex lives. With different income sources, different income types, and possibly earnings in multiple states, this provides a major hurdle when it comes to optimization. But not all hope is lost; the added complexity can often lead to opportunity, like in the case....

Is this specific indicator part of your financial plan?

Money Talk For ER Docs™: Ep #170: The #1 Indicator of Financial Success for an ER Doc When we sit back and really analyze the thousands of ER docs we’ve worked with and spoken to over the past 15 years, we’ve pinpointed one specific thing the financially successful have in common. Most would think high income, or even savings rate. While those may be great indicators, even those ...