retiring physician checklist

Retiring Physician Checklist – Check the Boxes!

Retiring Physician Checklist Retiring Physician Checklist. Physicians love to make lists and check off stuff. ABG, check. CXR, check. Notes and basic hygiene… later. What about retirement? What list of things do you need to consider in your retiring physician […]

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How do you mitigate Retirement-Specific Risks?

How do you mitigate Retirement-Specific Risks?

Mitigations for Retirement-Specific Risks   How do you mitigate retirement-specific risks? That is, what are your options to plan for future retirement risks? Last time, we learned about the retirement-specific risks and how mitigatable are they? Now, we will learn […]

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5 years from retirement asset allocation

Asset Allocation 5 Years From Retirement

5 Years From Retirement Asset Allocation   What should your asset allocation be five years from retirement? Should you De-Risk your portfolio for retirement? What does a good pre-retirement glidepath look like? Five years from retirement, let’s consider your asset […]

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Bond Tents for Retirement Asset Allocation

Do Bond Tents Beat a 60/40 Portfolio in Retirement?

Bond Tents for Retirement Asset Allocation Bond tents and Rising Equity Glidepaths are styles of glidepaths. Glidepaths describe the modulation of asset allocation before and after retirement. For example, traditional target-date funds decrease stock percentage to or through retirement and […]

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HSA and Medicare Penalty

What is the HSA and Medicare Penalty?

HSA and Medicare Penalty: the HSA Medicare 6 Month Rule     What is the HSA and Medicare Penalty? Did you know that Medicare enrollment impacts your ability to make HSA contributions? That is, you cannot make any HSA contributions […]

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QHFD

QHFD: A Backdoor HSA?

QHFD: a Qualified HSA Funding Distribution QHFD (Qualified HSA Funding Distribution). What a fun term. If you are less than 59 years old and have an HSA, consider funding it with your IRA. Especially if an inherited IRA or there is basis […]

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