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:
Schedule Your Virtual Meeting
Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic 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).
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10800 Sikes Place, Ste 205 Charlotte, NC 28277
