Transcribed
401(k)s Uncovered: What Dentists Get Wrong About Retirement Plans
Mar 13, 2024 ·
23m 28s
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Description
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...
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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 all with plenty of laughs along the way. Whether you already offer a 401(k) or you’re trying to decide if now’s the right time, this episode makes the complicated feel simple. Kal lays out what owners should consider, how to customize a plan, and why compliance still matters (thanks, TPA!).
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
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Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
Information
| Author | Four Quadrants Advisory |
| Organization | Four Quadrants Advisory |
| Website | www.fourquadrantsadvisory.com |
| Tags |
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