retirement planning

5 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
Why Dentists Overpay $30,000+ in Taxes Every Year (And How to Stop)
Tax Planning

Why Dentists Overpay $30,000+ in Taxes Every Year (And How to Stop)

The average dental practice owner overpays by $20,000 to $40,000 annually due to wrong entity structure, no retirement plan, and missed equipment deductions. Here's how to close the gap.

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
5 Business Tax Saving Strategies to Stop Overpaying the IRS
Tax Planning

5 Business Tax Saving Strategies to Stop Overpaying the IRS

Most business owners pay more in taxes than they legally have to. These five strategies target the most common and costly gaps in small business tax planning.

Tom Woolley, MBA 10/31/25 8 min read
6 Tax Planning Strategies Every Small Business Owner Should Be Using
Tax Planning

6 Tax Planning Strategies Every Small Business Owner Should Be Using

These six strategies are responsible for the majority of tax savings we find for small business clients. They are legal, proven, and available to you — but most business owners are not using them.

Tom Woolley, MBA 10/31/25 9 min read