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A Webinar From Equitable Advisors: How to Keep More of What You Make: Managing Your Tax Bracket

This joint webinar from STFM and Equitable Advisors is designed specifically for academic family medicine physicians looking to optimize their personal finances by mastering tax bracket management and advanced retirement strategies. You will learn how to calculate your effective income tax rate, utilize alternative "backdoor" Roth strategies if you exceed traditional income limits, and understand the crucial differences between asset allocation and tax-efficient asset location. Gain the tools needed to project your future after-tax retirement income and balance your taxable, tax-deferred, and tax-advantaged accounts for a more secure financial future. Panelists: Stephen B. Dunbar III, JD, CLU; Lauren E. Gibson-Oliver, MD, MBA; Wayne Bryant Jr., MD, MS