David Graham, MD

Website: FI Physician

The FIRE 529 – A Bonus Retirement Account?

David Graham, MD |  FI Physician

If you are a Super-Saver and already maxing out all of your tax preferred space, look into a 529 as a bonus retirement account. Use it for your bond location, or other tax inefficient investments.

Upstream Gifting and Gains

David Graham, MD |  FI Physician

These maneuvers don’t take a ton of time and can save thousands of dollars in capital gains taxes. Not a bad return on investment as every dollar the government doesn’t get is another one to spend or give away.