Easily create a 401(k) plan for your practice.
Interested in setting up a 401(k) for your dental practice or saving for your own retirement? Schedule a free consultation with an dental-specific advisor to learn more and get started.
401(k) Education Resources
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Ferguson, CFP® , Financial Advisor
Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...
SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447
America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
By Jake Elm CFP® , Financial Advisor
There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...
Making Sense of a 401(k) Plan at Your Practice – Episode #432
On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...
What are the tax advantages of a 401(k)?
Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
How Dentists Can Pick the Right Retirement Plan
In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...
Monthly Financial Elements® – Qualified Term (Qt)
Join Ryan Isaac for a discussion about Qualified Term (Qt), one of the key Elements® of an optimized financial plan.
When to Switch From a Simple IRA to a 401(k) – Episode 268
Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...
Why a Cheap 401(k) Provider Will Eventually Cost You More – Episode 130
By ignoring your office retirement plan, are you making a seven-figure mistake? On this Dentist Money™ Show, Reese and Ryan...