Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
As we drift into cooler weather we have a few exciting announcements for you!
As part of our process, Atlas advisors review and assist clients with the management of RMDs. We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.