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.
Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now
Deadline & contribution amounts for funding IRAs for 2023 & 2024.
2024 Updated Retirement Contribution Limits & Caps
The IRS updated retirement contribution limits & caps for 2024.
Executive Team Alignment & Your Dental Practice
It’s important to have an executive team that understands your goals at your dental practice.
IRS Increased HSA Contribution Amounts for 2024
Inflation-adjusted amounts for 2024 HSA contributions.
2023 Updated Retirement Limits & Caps
The new retirement contribution amounts have changed for 2023 to keep up with inflation. Here are the new contribution amounts for 2023.
The Benefits of Paying Your Kids from Your Practice: ROTH IRA
There are significant benefits to employing your children in your practice. The most powerful benefit is the ability to fund a ROTH IRA.
Benefits of Health Savings Accounts (HSA)
The tax & planning benefits of health savings accounts (HSAs).