This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 529s to fund K-12 educations. We talk about how interest on iBonds works and go into why TIPs have been performing pretty poorly as of late. We dive into the tax implications for S Corps and talk about why it is not a great idea to purchase ETFs after hours. See the full show notes here: https://www.whitecoatinvestor.com/529s-i-bonds-tips-s-corps-etfs-and-403bs-276

I estimate that 80% of doctors need, want, and should use a financial advisor and/or an investment manager. Some investment gurus such as Dr. William Bernstein think my estimate is way too low. At any rate, if you want to use an advisor temporarily or for your entire life, there is no reason to feel guilty about it—just make sure you are getting good advice at a fair price. If you need help updating your financial plan or just getting one in place, check out our list of recommended financial advisors at https://www.whitecoatinvestor.com/financial-advisors. You can do this and The White Coat Investor can help.

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s

White Coat Investor Podcast