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Blog / defined benefit plan

defined benefit plan

2 articles

The Dentist's Guide to Retiring With $1M+ (Using Tax-Advantaged Strategies)
Tax Planning

The Dentist's Guide to Retiring With $1M+ (Using Tax-Advantaged Strategies)

High-income dental practice owners have access to retirement plans that can shelter $70,000 to $275,000+ per year from taxes. Here's how to build $1M+ in retirement wealth while cutting your tax bill.

Tom Woolley, MBA 3/2/26 10 min read
Best Retirement Plan Options for the Self-Employed: SEP IRA, Solo 401(k), and Beyond
Tax Planning

Best Retirement Plan Options for the Self-Employed: SEP IRA, Solo 401(k), and Beyond

Self-employed individuals have access to more powerful retirement plan options than most employees. Here is how to choose the right one and maximize your tax-deferred savings.

Tom Woolley, MBA 11/3/25 9 min read
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