The Capable Wealth Blog

The Six-Month Window Opens April 16: Four Moves to Make Between Now and October 15

Most surgeons move on after filing taxes, but the months between April 15 and year-end can be the most important planning window of the year. This article explains four high-impact moves—S-Corp salary review, cash balance plan setup, entity structure evaluation, and Roth conversion analysis—and why acting earlier creates more options

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