If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
Welcome to Dentist Advisors, where we are dedicated to helping dentists make smart financial decisions.
With year-end approaching, it is time to seize the opportunity to minimize your 2023 tax obligations.
Dive into our library of free tax planning resources below!
With guidance from your financial advisor and CPA, take time to address the following tasks and decisions during Q4, and you should be in great shape to start the new year without regrets or surprises.
If you are interested in a more comprehensive discussion about how to make better financial decisions, schedule a free consultation with an advisor that only works with dentists.
With less than 70 days remaining in the year, it’s an important time for a tax strategies refresher. Know how to maximize contributions in tax-deferred accounts for 2023 and become familiar with how the new Secure Act 2.0 rules, that will take effect in 2024, could benefit you.
Join us for an exclusive session with Tom Whalen, a seasoned CPA renowned for crafting money-saving tax strategies for dentists.
Available Now!: Watch the webinar replay with Matt Mulcock, CFP® and Ryan Isaac, CFP® to learn about the upcoming changes created by the Secure Act 2.0 and create a checklist to help you get organized for tax planning and 2024.
5 Tax Write-offs Every Dentist Should Know About
SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447
Tax Strategies from a CPA for 2023/2024
2023 Year-End Financial Planning Checklist for Dentists
Creating Your Year-End Checklist: What Can and Cannot Wait
5 Tax Write-offs Every Dentist Should Know About
By Victoria Hughes, CFP® , Financial Advisor
What are the tax advantages of a 401(k)?
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Hughes, CFP® , Financial Advisor
Making Sense of a 401(k) Plan at Your Practice – Episode #432
| Investment Balance | Annual Fee | |
|---|---|---|
| First $1M | $0 - $1M | 1.5% |
| Next $1M | $1M - $2M | 1.0% |
| Next $1M | $2M - $3M | 0.75% |
| Above $3M | 0.5% | |
The cost of planning will be offset by a monthly fee until your investment fee covers the cost of our planning service. See monthly fee reduction schedule below.
| Investment Balance | Monthly Fee Reduction |
|---|---|
| $500k | -$100 |
| $750k | -$200 |
| $1M | -$300 |
| $1.25M | -$400 |
| $1.5M | -$500 |
| $1.75M | -$600 |
| $2M | -$700 |
| $2.25 | -$795 |
At Dentist Advisors, we’ve structured our pricing to give every dentist access to holistic planning. We understand that some of you are just getting started, and many of you have postponed your savings plan in order to pay down debt or reinvest in your practice. So instead of requiring a minimum investment balance, we allow you to offset the cost of planning with a monthly fee until your investment fee is enough to cover our services.
This approach takes the emphasis away from what you’ve already saved, and puts the focus on your potential. As your investment balance goes up, a greater portion of your service charge will be covered by your investments, and your monthly fee will be reduced.
Our pricing model requires that your investments are managed by Dentist Advisors for a few main reasons:
Our pricing model ultimately reflects our desire to deliver a comprehensive and long term planning experience for dentists at every career phase.
