INNOVATION·IN·DENTISTRY

DEO's Growth Secrets for Dental Organizations

237: How One Dentist Saved $1.8M with Smarter Tax Planning

14 August 2025 · 27:31

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What it is about

Are you earning seven figures but still feel financially uncertain about retirement? You've built a successful practice and accumulated wealth, but you're not sure when you can actually step back. In this episode, Laurie Ingwersen from Allworth Financial breaks down the "Seven-Figure Dilemma" that many high-earning dentists face. She walks us through how cash balance plans let you contribute six figures annually…

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