When Vision Isn’t Turning Into Results
🌟 While we no longer record the Q&A discussions during our Leadership Strategy Sessions, we continue to record the opening teaching. Enjoy a special preview of what we shared about the gap…
The Pro-Rata Rule Explained for Doctors
For the uninitiated: The pro-rata rule is an IRS regulation that dictates how withdrawals and conversions from traditional IRAs are taxed when your account contains both pre-tax (deductible)…
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