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Resources for Late-Career Physicians

Retirement Distribution Strategies

How proper asset selection can reduce risk and taxes in retirement.

Topics Covered:
1. Maximizing Your Cash Flow
2. Reducing Your Investment Risk
3. Minimizing Your Taxes
4. Maximizing Your Social Security

Business Succession Planning

How to work with legal, accounting and financial professionals who are experienced in the field of succession planning and who can help ensure a seamless, productive, and unifying transition.

How to Maximize Your Social Security Benefits

Learn how with proper planning you can maximize retirement and survivor benefits.

Charitable Giving and Legacy Planning

How to maximize assets to your heirs and charity and reduce estate taxes to zero.

Estate Planning

  • The 5 Estate Planning Documents Everyone Should Have
  • The 5 Common Mistakes of Estate Planning

Contact PIAM

  • Telephone Numbers
781-434-7525 Insurance All Departments
781-434-7398 Medigap, MMS Member Benefits, Health, Financial Services, and Long-Term Care
  • Fax Number
  • 781-434-6929