When it comes to retirement planning, doctors and dentists have uniquely tricky circumstances. They may earn princely sums once established, but the long, costly academic road required to get them there can throw their preparation off by a decade or two. That leaves a truncated period of time in which to accumulate the nest eggs they’ll need to maintain their lifestyles in retirement, says Joe Gordon, managing partner at Gordon Asset Management in Durham, N.C.
But Gordon, who has specialized in launching and managing retirement plans for small business — particularly medical offices — for more than 30 years, has a solution that benefits both his high-income clients and his own firm.
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