The Capable Wealth Blog

Tax Planning, Retirement Planning Jared Paul Tax Planning, Retirement Planning Jared Paul

The RMD Checklist: What Surgeons Over 73 Need to Do Before December 31

Still earning significant practice income after age 73? Required minimum distributions can add taxable IRA income at an inconvenient time. This guide explains RMD deadlines, calculation checks, qualified charitable distributions, Roth-conversion considerations, and year-end coordination points for surgeons and other high-income professionals.

Read More