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Simplified Retirement Thoughts for Physicians in 2011
By Dr. David Edward Marcinko MBA CMP™
www.CertifiedMedicalPlanner.com
[Publisher-in-Chief]
As a reformed certified financial planner and stockbroker, and current CMP™ professional charter holder for more than a decade, I am always amazed at how complex and convoluted some medical colleages and other folks make IRAs and their retirement planning.
So, please allow me to offer this brief checklist of advice on how to KISS your IRA in 2011!
What to have in an IRA?
Assets that are expected to generate the greatest relative pretax returns, such as:
- fixed-income investments expected to yield high returns
- stocks with high dividend yields
- stocks expected to be held short term
- mutual funds that emphasize stocks paying high dividends
- mutual funds that expect to hold stocks short term.
What not to have:
- collectibles (e.g., art objects, antiques, and stamps)
- tax-free, tax-deferred, or tax-sheltered vehicles (e.g., municipal bonds, Series EE U.S. savings bonds, or variable annuities)
- investments in individual foreign securities or mutual funds that hold primarily foreign securities.
Activities to avoid:
- borrowing from the account
- creating unrelated business taxable income, which may result from ownership of an interest in a partnership or S corporation or from purchasing securities on margin or borrowing to acquire real estate.
Assessment
So, what’s in your IRA, doctor? Do you have a Keep It Simple and Sane [KISS] checklist?
Conclusion
And so, your thoughts and comments on this ME-P are appreciated. Do you KISS your IRA like me? Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
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Filed under: CMP Program, Op-Editorials, Portfolio Management, Retirement and Benefits | Tagged: CMP, david marcinko, IRA, www.certifiedmedicalplanner.com | 3 Comments »
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