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The Dental Boardroom

122: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10

4 September 2025 · 56:44 · Episode 122

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What it is about

In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, shares key financial and tax strategies for dental practice owners. He covers retirement plans (401(k), SEP IRA, Simple IRA, defined benefit/cash balance plans) and explains how to maximize contributions while managing employee costs and staying compliant. Roth IRAs and backdoor Roth conversions are also discussed for tax-free growth. Wes…

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