When does it make sense for doctors to contribute to a Roth account, and how can you ensure you don't forget about today while saving for tomorrow? Nate and Chelsea talk about just that in our latest podcast! 📝 Ask your own question at podcast@physicianfamily.com For more information, visit www.physicianfamily.com Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures #PhysicianFinance #RothIRA #FinancialPlanning #DoctorsAndMoney | Physician Family Financial Advisors, Inc.
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YES YOU CAN open a bank account with a non-statutory irrevocable pure trust…. ….while still holding LEGAL & EQUITABLE title 👍🏽 You CANNOT obtain this type of EIN online and through their “closed box” options… …this is the ILLUSION of choice ⬅️ You MUST speak to a physical human so that the correct words are used in conversation so that the clerk can type it into the system and get “next steps” to process your request ⬅️⬅️⬅️ Wednesday October 15th at 11:00am PST I will be doing a LIVE A.M.A. Q&
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