Physicians who own their own practice are building up equity that benefits them financially at retirement. Physicians who work for a nonprofit do not have this option. Their only exit strategy is their salary and retirement plans. Accordingly, it is imperative they utilize their best options. However, typical retirement plans are severely deficient for high income earners. Luckily, nonprofit-employed physicians have access to a special retirement plan, which is substantially better than their counterparts in the private sector.
We have several hundred licensed representatives of TRIA Plan across the country, Each has many years of wealth planning and executive benefits experience, and are at the forefront of this quickly changing environment.
Physician Exit Strategies
Beyond Conventional Retirement Plans
TRIA was designed by a national network of professionals with multiple backgrounds of expertise, such as investments, tax planning, banking, insurance, and risk management. We work closely with law firms and CPAs who specialize in non-profit clients, collaborating on the design of TRIA. Our legal and tax staff are available for consultation.