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Physician Roth SAVE Optimization Kit

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Physician Roth & SAVE Optimization Kit

This kit walks physicians through the exact steps to align Roth contributions with SAVE repayment, avoid common pitfalls, and stay on track with retirement and loan planning. 

MedTax-Handout-Playbook-Checklist-OBBBA-Webinar-pdf

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OBBBA Playbook for Physicians

This downloadable guide walks you through practical 2025-2029 action items for doctors as it relates to the new tax bill.

Work With Proactive Medical Accountants Who Actually Save You Money

Curious how much more money you can keep in your pocket this year? We make it quick and easy to get started. Just answer a few short questions, and we’ll hop on a quick call.

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