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Overfunded Your 401(k)? What Dentists Should Do Next

Overfunded Your 401(k)? What Dentists Should Do Next

Dentist households with job changes & multiple W 2s: learn which plans share the 401(k)/403(b) limit, how to prevent an excess deferral, and how to fix it.
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Fund Your IRA for 2025 and 2026 Today: A Guide for Dentists

Fund Your IRA for 2025 and 2026 Today: A Guide for Dentists

A dentist’s guide to funding IRAs for 2025 and 2026, including contribution limits, Roth income rules, and planning tips.
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The Rule of 72 for Dentists

The Rule of 72 for Dentists

The Rule of 72 helps dentists quickly estimate how fast investments or costs may double. Use it for practical decisions about investing & inflation.
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Tax Planning for Dentists: Are You Paying A Good Amount of Tax

Tax Planning for Dentists: Are You Paying A Good Amount of Tax

Tax Planning Guide for Dentists: Learn if You’re Paying the Right Amount of Tax and How to Utilize Retirement Plans, QBI, and Equipment Deductions.
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2026 IRS Updated Retirement Contribution Limits & Caps

2026 IRS Updated Retirement Contribution Limits & Caps

2026 IRS retirement contribution limits are here. See updated caps for 401(k), SIMPLE IRA, and Roth accounts to maximize your savings next year.
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Why Your Wages Don’t Impact Your Taxes: A Guide for S-Corps

Why Your Wages Don’t Impact Your Taxes: A Guide for S-Corps

S-Corp dentists: How to set salary for compliance, tax withholding, retirement maxing & payroll tax balance.
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Credit Shelter Trusts: A Guide for Dentists

Credit Shelter Trusts: A Guide for Dentists

A simple estate planning step for dentists is to add a credit-shelter trust to preserve wealth and minimize future taxes.
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How the One Big Beautiful Bill Act Impacts Charitable Giving

How the One Big Beautiful Bill Act Impacts Charitable Giving

Charitable giving rules just changed. Here’s what dentists need to know to maximize deductions under the new tax law.
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Trump Accounts: A Guide for Dentists

Trump Accounts: A Guide for Dentists

Overview of Trump Accounts: eligibility, contributions, uses, and how they compare to 529 plans and Roth IRAs for saving for kids.
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Understanding IRAs: A Guide for Private Dental Practices

Understanding IRAs: A Guide for Private Dental Practices

Compare Traditional, Roth, SEP, and SIMPLE IRAs and their impact on small dental practices with real examples and growth projections.
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Fund Your IRA for 2025 Today

Fund Your IRA for 2025 Today

IRA tips for dentists: 2025 planning, income limits, backdoor Roth conversions, and why IRAs matter.
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Investing vs. Paying Down Debt: A Guide for Dentists

Investing vs. Paying Down Debt: A Guide for Dentists

Maximize your wealth as a private dental practice owner by balancing debt repayment and smart investing.
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Saving for College Education: A Guide for Dentists

Saving for College Education: A Guide for Dentists

Saving strategically for college, learn how Roth IRAs, 529 plans, and Coverdell ESAs can secure your child's future success.
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2025 IRS Updated Retirement Contribution Limits & Caps

2025 IRS Updated Retirement Contribution Limits & Caps

New 2025 retirement contribution limits are here! Discover the new caps for 401(k), SIMPLE IRA, Roth IRA, and more to maximize your savings.
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IRS Increased HSA Contribution Amounts for 2025

IRS Increased HSA Contribution Amounts for 2025

The new 2025 Health Savings Account contribution limits and tips to maximize tax-free savings for future healthcare expenses with an HSA.
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