Financial Resources for Early-Career Physicians

Topics

Investing your Money

Build human-level AI automations

Tax

A Roth IRA Conversion Strategy for Physicians | Equitta

Today, we’re taking you on a deep dive into one of the most effective tax planning strategies out there: the Roth IRA conversion.

James Pommert, CFP
Build human-level AI automations

Investing

Investing for Physicians | Equitta

When we talk about investing for physicians, we start with the data. Is active investing or passive investing better?

James Pommert, CFP
Build human-level AI automations

Investing

Why Mutual Fund Names Can Be Misleading | Equitta

Sometimes, mutual fund names can be misleading. Explore the behind-the-scenes of how Equitta helps physicians-in-training manage finances.

James Pommert, CFP

Categories

Live

Live the life you've worked so hard for

Protect

Cover yourself with insurance.

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

Find a job and earn what you’re worth.

Authors

Jackson Pace, CPA

Tax Partner

James Pommert, CFP

Founder and Head of Financial Planning

Dr. Ryan Collar, MD / MBA

Co-Founder

Dan Cremons

Co-Founder and Head of Client Education

Featured resources from

Investing your Money

Build human-level AI automations

Tax

A Roth IRA Conversion Strategy for Physicians | Equitta

Today, we’re taking you on a deep dive into one of the most effective tax planning strategies out there: the Roth IRA conversion.

James Pommert, CFP
Build human-level AI automations

Investing

Investing for Physicians | Equitta

When we talk about investing for physicians, we start with the data. Is active investing or passive investing better?

James Pommert, CFP
Build human-level AI automations

Investing

Why Mutual Fund Names Can Be Misleading | Equitta

Sometimes, mutual fund names can be misleading. Explore the behind-the-scenes of how Equitta helps physicians-in-training manage finances.

James Pommert, CFP

Financial Ally for
Early-Career Physicians

Resources

Disability InsuranceStudent LoansNegotiating Job OfferSaving and InvestingPhysician Mortgages

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DISCLAIMER

Equitta Advisors (“Equitta”) is a Registered Investment Advisor ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Intent renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. This content was meant for informational purposes only and is not intended to and should not be relied upon or construed as financial advice specific to any one person's situation. Consult a financial advisor or insurance professional directly if you want specific financial advice tailored to your situation.