Backdoor Roth Conversions and Tax-Efficient Retirement
The importance of Roth IRAs, steps in the conversion process, and recommendations.
Financial Planning: The Time Value of Money
Practical implications of financial principles and the critical balance between managing debt and investing.
Financial Planning: Investing vs. Paying Down Debt
An often-overlooked aspect of financial decision-making is the cost of being excessively risk-averse, especially when handling low-interest loans.
Secure Act 2.0: Tax Credits for New 401K Plans in Your Dental Practice
The Secure 20 Act offers small businesses tax credits to start a new retirement plan.
Financial Planning: The Rule of 72
The Rule of 72 is a simple way to estimate how long it will take for an investment to double.