INNOVATION·IN·DENTISTRY

The Millionaire Dentist™

401(k)s Uncovered: What Dentists Get Wrong About Retirement Plans

13 March 2024 · 23:29 · Episode 196

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What it is about

Feeling confused about how a 401(k) actually works—or how it impacts you as both the practice owner and the plan sponsor? Casey and Jarrod bring in Four Quadrants associate financial planner Kal Owen to break down the rules, the myths, and the big changes shaping retirement planning in 2024. From tax advantages and employee matches to state-mandated plans and Roth vs. traditional decisions, the crew dives into it…

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