Retirement and Tax Planning

from The Financial Checkup · host OMA Insurance

In Episode 12 of the Financial Checkup, Aaron Schechter, CPA, CA, TEP (Partner, Tax) at Crowe Soberman LLP, discusses the tax and financial planning considerations physicians should look at during the various stages of their career and life - from residency to post-retirement. Aaron also chats about how the Advantages Retirement Plan™ can help you and your spouse/common-law partner plan and prepare for a successful retirement.

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This episode is 59 minutes long.

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This episode was published on March 14, 2022.

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