SEPP 72(t) in Early Retirement

Planning for a SEPP 72(t) and FIRE Learning about a SEPP 72(t) is a rite of passage on the journey to FIRE. Do you need a SEPP 72(t)? How can you model one? Or, wait, should I build a 5-year […]

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Cashing Out a 401k to Invest in Real Estate

Cashing Out a 401k to Invest in Real Estate

Cash-out a 401k for real estate investors Have you thought about cashing out a 401k to invest in real estate? Real Estate Investors invest in real assets rather than retirement accounts. Investors with significant qualified retirement accounts discuss cashing out […]

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Optimized Estate Plan for Doctors

Estate Planning for Doctors While often neglected, an optimized estate plan is vital to your legacy. The need to protect your assets never goes away, though you often don’t have much initially. As you age, assets increase; legacy and the […]

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