Taking a step back in order to give back
As she nears retirement, a physician with a heart for philanthropy is giving back to her community in ways she’s never been able to before. She’s spending more of her time doing free clinical work. She’s been abroad to help with medical camps in marginalized populations.
Ten years ago, her longing to give back felt like a faraway dream. She was tied down to her practice since it was her only source of retirement income. She wouldn’t be able to stop working until age 70. She worried that by then she would have to fully retire from practicing medicine and forget about her philanthropic aspirations.
All of this changed when she enrolled in MaxWorth’s Physicians’ Advantage Plan. She chose to use her plan as a bridge into retirement that would allow her to take a step back from her practice sooner than she thought she’d be able to. Her plan has given her the freedom to work when and how she wants to, and it’s turned her philanthropic aspirations into a reality.
Investment Elections
The physician chose the following elections in order to coordinate his distributions with his daughter’s future wedding:
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No matter what you’re celebrating, you can use your plan to share your distributions with family
and loved ones, creating memories that will last a lifetime.
If you’d like to learn more about the program, or if you’d like to schedule a virtual informational meeting, please contact MaxWorth Consulting Group, LLC by calling 877-643-7520.
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