The Capable Wealth Blog

Physician Financial Planning, Tax Planning Jared Paul Physician Financial Planning, Tax Planning Jared Paul

Before Midnight December 31: The Surgeon's Final Financial Checklist

December brings a crowded calendar—and tax deadlines that cannot always wait. This 2026 year-end tax planning checklist helps physicians prioritize retirement contributions, Roth conversions, charitable giving, and practice-related tax decisions while identifying which deadlines extend into 2027.

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Physician Financial Planning, Retirement Planning For Surgeons Jared Paul Physician Financial Planning, Retirement Planning For Surgeons Jared Paul

Behind on Retirement Contributions? The Payroll Math That Closes the Gap by December 31

Are your 2026 retirement-plan contributions on pace? Learn how surgeons and physicians can review 401(k) payroll deferrals, use the enhanced catch-up contribution available at ages 60 through 63, account for the 2026 Roth catch-up rule for certain higher earners, and coordinate year-end cash balance plan funding.

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