Balancing growth and taxes in your retirement strategy
Saving more is good. Saving smarter is better.
If you’re earning north of $500k, you’ve likely outgrown traditional advice. Maximizing your wealth means coordinating how you save, invest, and protect across tax buckets.
What we look at with entrepreneurial physicians:
- Are you leveraging defined benefit plans or cash balance strategies?
- Could a backdoor Roth add tax-free growth?
- Are real estate or private investments part of your long game?
What this means for you now: High income without a high-efficiency plan leads to a drag on your returns and your time.
Let’s align your retirement plan with your income and ambitions.
Author: James Jaderborg, CLU®, ChFC®
James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.
Registered Representative of Cetera Wealth Services, LLC and Investment Advisor Representative of Cetera Investment Advisers, LLC.