Is tax-loss harvesting a bad idea for physician investors?

Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-loss harvesting sound extreme or even dangerous to you? Listen in as  Nate Reineke and Ben Utley explain what tax-loss harvesting is and how your colleagues are using it right now to save taxes.

We answer some other questions you may have asked yourself. 

Market volatility:

An ER/ crit care doc in Massachusetts asked for some thoughts about the market downturn, specifically regarding investment strategies, noting how difficult it is to see 60k in retirement savings gone in a few weeks. 

457 plans: 

A cardiologist in Oregon is facing a tough situation with their workplace being acquired. They want to know what to do with a non-governmental 457(b) that must now be distributed. 

Home loans:

A Colorado cardiologist is house shopping and wants to find that perfect home. Since the process may take a while, he is waiting to list his current house and is curious about other financing options that don’t rely on the sale proceeds. 

Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match, visit physicianfamily.com and click get started or, you can ask a question of your own by emailing [e-mail]. 

 

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