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Why Roth Matters: A Guide for Dentists

Why Roth Matters: A Guide for Dentists

Funding Roth retirement accounts now is important for tax-free growth, flexibility, and smart retirement planning.
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Private Dental Practice Success and the Psychology of Money

Private Dental Practice Success and the Psychology of Money

Understanding the psychology of money can enhance financial decisions in your dental practice for long-term success and growth.
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Employing Your Kids in Your Dental Practice: Roth IRAs for College

Employing Your Kids in Your Dental Practice: Roth IRAs for College

The benefits of employing your children in your private dental practice and how to leverage Roth IRAs for college expenses.
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The Benefits of Utah's My529 Plan for Your Children's College Savings

The Benefits of Utah's My529 Plan for Your Children's College Savings

The benefits of the Utah My529 plan and why it is a good choice for college savings for Texas residents.
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Backdoor Roth Conversions and Tax-Efficient Retirement

Backdoor Roth Conversions and Tax-Efficient Retirement

The importance of Roth IRAs, steps in the conversion process, and recommendations.
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Financial Planning: The Time Value of Money

Financial Planning: The Time Value of Money

Practical implications of financial principles and the critical balance between managing debt and investing.
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Financial Planning: Investing vs. Paying Down Debt

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.
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Secure Act 2.0: Tax Credits for New 401K Plans in Your Dental Practice

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.
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Financial Planning: The Rule of 72

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.
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Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now

Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now

Deadline & contribution amounts for funding IRAs for 2023 & 2024.
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