Wealth Mavericks

Defined Benefit Plans for Doctors: How to Know If One Is Right For You


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In this episode we look at the pros and cons of a Defined Benefit Plan for doctors. 

This strategy comes up a lot as a way to save on taxes, but whether it’s the best option for you depends on your unique situation. Listen in and learn how to assess whether it’s the right move for you.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Check out Bob’s other channel Asset Coach & Tax Strategist: https://www.youtube.com/@assetcoachtaxstrategist9468 

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Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi