Southern California Kaiser Physician Retirement Summary

For Business Inquiries: rschultz@nwfadvisory.com
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About Rob Schultz:

For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California, Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians. Financial Plans are unique to each physician and his or her area of practice.

The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented, and risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.

One of the things I am most proud of is my volunteer work coaching Special Olympics skiing and golf. I have always believed that if we are fortunate enough to have insight and opportunities, then we are in a great position to give back.

Thank you again for taking the time to read this – if you’d like to connect, please feel free….(read more)

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So Cal Kaiser Physician Retirement Plans are a crucial aspect of financial planning for healthcare professionals. As physicians spend years dedicated to their patients and their careers, it is important for them to have a solid retirement plan in place to ensure financial security in their golden years.

Kaiser Permanente, a leading healthcare provider in Southern California, offers retirement plans specifically tailored for physicians working in their system. These retirement plans are designed to help physicians save for their retirement while also providing them with flexibility and peace of mind.

One of the key features of So Cal Kaiser Physician Retirement Plans is the option to contribute to a 401(k) retirement account. This tax-advantaged account allows physicians to save a portion of their income towards retirement, with contributions made through payroll deductions. Physicians can choose how much to contribute each pay period, up to IRS limits, and the funds can be invested in a variety of investment options to help grow their retirement savings over time.

In addition to the 401(k) plan, So Cal Kaiser Physician Retirement Plans may also include a pension plan, depending on the physician’s employment agreement. The pension plan provides a guaranteed income stream in retirement, based on the physician’s years of service and salary, which can help supplement other retirement savings and provide a stable source of income in retirement.

Another important feature of So Cal Kaiser Physician Retirement Plans is the option for physicians to receive employer contributions. Kaiser Permanente may match a portion of the physician’s contributions to their 401(k) account, up to a certain percentage of their salary. This matching contribution is a valuable benefit that can help boost retirement savings and accelerate progress towards retirement goals.

Overall, So Cal Kaiser Physician Retirement Plans offer physicians a comprehensive and competitive retirement benefit package that helps them save for retirement, manage their investments, and ultimately achieve financial security in retirement. By taking advantage of these retirement plans, physicians can ensure a comfortable and financially stable retirement after years of dedication to their patients and their profession.