Stop Missing Out
On Tax Breaks
You Really Deserve


The tax code is SO Frustrating…

Even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t seem to care.

  • You got hit with a big tax bill recently

  • Your colleagues seem to be paying less taxes than you do

  • Your web searches turn up tiny pieces of the big tax puzzle

You would never cheat on your taxes but you just want to make sure you’re getting all the tax breaks you legitimately deserve.

Put an end to the frustration of missing out

Get the Overtaxed Doctor’s Retirement Investing Checklist.



What’s The BIG Secret to
Saving Taxes?


All the big tax breaks for doctors come from tax-savvy savings strategies: the same strategies you SHOULD be using to save for retirement right now.

Our complete list of this year’s retirement-centric tax strategies, what we call The Overtaxed Doctor's Retirement Investing Checklist 2023, lets you…

  • Start enjoying the tax breaks you really deserve
  • Avoid obvious mistakes that cost your colleagues thousands
  • Protect more of your retirement savings from malpractice claims

This 8-page PDF gives you access to time tested, tax-savvy retirement savings strategies assembled by our team of Certified Financial Planner™ professionals with decades of experience helping hundreds of physicians save more for retirement while paying less in taxes.

GET On Track To Tame Your Taxes Today



Want to save over $360,000
in taxes?

Just one of the ideas in this year’s Overtaxed Doctor’s Retirement Investing Checklist can save you that much over the course of your career in medicine. You’ll also discover…

  • One thing your CPA won't tell you about your IRA
  • 36% better after-tax results resulting from an easy move in taxable accounts
  • One common HSA mistake that can cause average physicians to pay an extra $216,000 in unnecessary taxes
  • A quick tip to help you get more from your 401k or 403b this year
  • A tax TRAP that could easily COST non-profit doctors up to $56,000 in unnecessary taxes
  • $15,000+ in tax savings this year for moonlighters and side hustling docs
  • More than $10,000 in immediate tax savings for self-employed, married physicians
  • $92,000 in immediate tax savings for high earning self-employed practitioners
  • One move to turn overpriced cash value life insurance into smart tax-advantaged retirement savings
  • PLUS seven strategies for physicians in special situations

That’s 17 total tax strategies in all. And they’re all waiting for you to see which one or two or three of them can help you spend less on taxes and spend more time with your family.

And by the way, The Overtaxed Doctor’s Retirement Investing Checklist 2023 is FREE when you subscribe to The Physician Family Newsletter which is… also free!

Stop missing out!

Join the 850+ subscribers to The Physician Family Newsletter and get Our Checklist today