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SIMPLE IRA

What Business Entity Should I Choose?

March 3, 2019November 29, 2019 ~ JFoxCPACFP ~ 4 Comments

One of the most common questions we receive from solo business owners (doctors who either moonlight, have a side business, or are starting a business) is: which entity should I choose? Let’s look at the three most popular choices: Continue reading →

The Irrelevance of Fees (Expense Ratios) in your Investment Portfolio

March 21, 2018April 6, 2018 ~ JFoxCPACFP ~ Leave a comment

The most common question prospective clients ask about our investment philosophy involves the fees charged by the funds we use: “Do you recommend active or passive funds? What about the fees?” The low-fee-fetish on many physician finance sites is good clickbait Continue reading →

Expense Ratio Exercise: Which Portfolio Wins? [VIDEO]

March 21, 2018April 6, 2018 ~ JFoxCPACFP ~ Leave a comment

Fees are a popular discussion on many physician financial blogs and some passive funds have managed to drop expense ratios to under .1%. But how much do expense ratios matter to your long-term fiscal fitness? Continue reading →

Small Business Retirement Plans, Part 1: SIMPLE IRAs

January 24, 2017June 3, 2020 ~ JFoxCPACFP ~ 2 Comments

Part 1: SIMPLE IRAs The government has afforded several tax-advantaged options for business owners to save for retirement. The purpose of this series is to educate doctors, Continue reading →

Don’t miss this business tax credit

October 26, 2016June 15, 2018 ~ JFoxCPACFP ~ Leave a comment

Did you know that the IRS will help pay your costs for setting up an employee retirement plan? You can get up to $1,500 as an expense reimbursement from Uncle Sam, and it’s really not that difficult. Continue reading →

What to do with an old 401k part 1

September 2, 2015July 1, 2016 ~ JFoxCPACFP ~ Leave a comment

Depending upon your age, you can expect to change jobs 11 – 15 times in your career. Continue reading →

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