David Yeh, MD

Updated 2026 401(k) contribution limits, the new mandatory Roth catch-up rule for high earners, and SECURE Act 2.0 strategies for rheumatologists and physician practice owners.

The four critical insurance gaps physicians most often overlook: own-occupation disability coverage, malpractice tail coverage, long-term care costs, and key person risk for practice owners. A fiduciary framework for evaluating your coverage needs.

Key person insurance and funded buy-sell agreements protect a medical practice when a founding physician can no longer work. A fiduciary educational guide for physician practice owners on sizing coverage, choosing entity-purchase vs. cross-purchase structures, and closing the most common gap: the unfunded buy-sell agreement.