Retirement and Tax Planning

OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you The Financial Checkup, which features top financial questions and retirement stories from your fellow physicians.

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.