Question 1: Have you implemented a specific financial strategy to fully offset the impact of your low-income residency years on your lifetime Social Security benefit? *

Yes

No

Question 2 : Beyond standard malpractice insurance, do you have a separate legal structure (e.g., Trust, LLC) to shield your personal non-practice assets from litigation risk? *

Yes

No

Question 3 : Are you utilizing advanced tax-advantaged retirement plans (e.g., Defined Benefit Pension or Solo 401k) to shelter income beyond the traditional 401k limits? *

Yes

No

Question 4 : Is your current focus primarily on aggressive wealth accumulation (saving/investing), rather than prioritizing paying off low-interest student loans early? *

Yes

No

Question 5 : If you are a practice owner, do you have a written, dated succession or valuation plan for the eventual sale or transition of your practice? *

Yes

No