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Contenuto fornito da Shawn Terrell. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shawn Terrell o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Six Reasons Dentists Should Consider Roth Conversions

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Manage episode 346538337 series 2815037
Contenuto fornito da Shawn Terrell. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shawn Terrell o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode Dentists, Puns, & Money, we talk Roth IRA conversions for dentists.

Roth IRA conversions are a great strategy for dentists looking to reduce their lifetime tax bill owed to the IRS.

What are the 6 reasons why dentists should consider Roth IRA conversions?

Why does it make sense for dentists to initiate Roth conversions prior to 2026, if possible?

In the conversation, we also touch on:

  • Why the upcoming expiration of the Tax Cuts and Jobs Act matters

  • Required Minimum Distributions

  • Taxation of Social Security

  • Ideal timing of Roth conversions for a hypothetical dentist owner

As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.

Dentist Exit Planning Resources:

About Shawn Terrell
Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter

Follow Dentist Exit on Social Media:

Facebook Group for Dentists
Instagram
LinkedIn

Please rate and subscribe to Dentists, Puns and Money on these platforms:

Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Google Podcasts
Subscribe on Stitcher
Subscribe on Pocket Casts
Follow us on Instagram

  continue reading

87 episodi

Artwork
iconCondividi
 
Manage episode 346538337 series 2815037
Contenuto fornito da Shawn Terrell. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shawn Terrell o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode Dentists, Puns, & Money, we talk Roth IRA conversions for dentists.

Roth IRA conversions are a great strategy for dentists looking to reduce their lifetime tax bill owed to the IRS.

What are the 6 reasons why dentists should consider Roth IRA conversions?

Why does it make sense for dentists to initiate Roth conversions prior to 2026, if possible?

In the conversation, we also touch on:

  • Why the upcoming expiration of the Tax Cuts and Jobs Act matters

  • Required Minimum Distributions

  • Taxation of Social Security

  • Ideal timing of Roth conversions for a hypothetical dentist owner

As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.

Dentist Exit Planning Resources:

About Shawn Terrell
Schedule a Discovery Meeting with Shawn

Sign-Up for Dentist Exit Email Newsletter

Follow Dentist Exit on Social Media:

Facebook Group for Dentists
Instagram
LinkedIn

Please rate and subscribe to Dentists, Puns and Money on these platforms:

Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Google Podcasts
Subscribe on Stitcher
Subscribe on Pocket Casts
Follow us on Instagram

  continue reading

87 episodi

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