Physicians' Advantage Plan

Re-Enrollment 2025

About The Plan

The Physicians’ Advantage Plan is a benefit program that maximizes the value of hospital-based compensation by providing a way for physicians and/or practice groups to defer current income taxes and accumulate wealth on a pre-tax basis without negating the opportunity to fully participate in qualified plans such as 401(k) and pension plans.

MaxWorth will be available September 25-November 15, 2024 to conduct annual reviews for current participants and to provide information for anyone interested in joining the program.

Meeting Agenda

NQDC plans are often used to supplement retirement income. But, since they allow for many distribution options, physicians are able to use their plans to achieve a variety of financial goals, such as saving for a child’s education or buying a vacation home. During the virtual, 20-minute meeting, a plan consultant will guide you through your plan options so you can link your distribution schedule to your financial objectives.

MaxWorth will also review your:

Account statement

Account crediting

Distribution schedule

Key decisions for 2025

Critical deadlines

Ways to use your plan

Schedule Your Virtual Meeting

To schedule a virtual meeting, please select “Virtual Open Enrollment,” set your time zone, and provide your contact information. For assistance with scheduling, you may contact MaxWorth via email at chris@maxworthbenefits.com or by phone at (877) 643-7520.
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Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s). 

OUR OFFICE

877-643-7520

800-314-8281

info@maxworthbenefits.com

10800 Sikes Place, Ste 205 Charlotte, NC 28277