Physician Lifetime Accumulation Navigator
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This plan provides the road map for accumulating funds and how to allocate toward a physician's unique investments opportunities. It also provides the intelligence needed so that they know which type of accounts fit best with their financial plan, and how to title them. Tax-qualified, tax-free, tax-deferred, tax favored, and taxable plans are studied to determine where new money should flow. In addition to proper diversification, care is given to position assets in a way to take advantage of the step up in basis allowed for assets transferred at death, minimizing taxes to the next generation.
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