by Team Vestia | Nov 15, 2021 | Financial Planning, Investing
There are several reasons why physicians invest—one is likely to build wealth and secure a comfortable retirement. But one important question mark is how that money will be taxed in retirement. In general, there are three tax buckets physicians should be aware of...
by Team Vestia | Nov 1, 2021 | Investing
As an investor, you likely know that you’ll have to pay taxes on your investments. But what type of taxes will you pay? For most assets outside of wages, interest, tips, etc. (ordinary income tax), it’s capital gains tax. You pay capital gains tax when you sell and...
by Team Vestia | Oct 1, 2021 | Financial Planning, Investing
Do you earn too much to contribute to a Roth IRA directly? You’re not alone! Many doctors reach these income limits early on in their careers, but that doesn’t mean that the door to a Roth is permanently closed. Let’s check out some strategies...
by Team Vestia | Sep 1, 2021 | Financial Planning, Investing
College planning is challenging, and it’s no secret that it can be pricey. In fact, from 2008-2021, in-state tuition prices increased by 72%. That’s not including room and board or textbooks! It may seem overwhelming, but by developing a strategy early, you’ll be...
by Team Vestia | Aug 15, 2021 | Financial Planning, Investing
You likely can’t find a more hotly debated topic in the financial space than annuities. Annuities garner a whole host of negative press, but are they really that bad, or could they be a good complement to your long-term investment plan? Let’s take a closer...
by Team Vestia | Jul 15, 2021 | Investing
Should private equity have a place in your portfolio? Maybe. Private investing carries different types of risk that are important to consider, but it can also be a lucrative avenue for expanding your portfolio. Private investment funds, like hedge funds and private...
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