As physicians approach retirement age, they face a unique set of challenges and considerations when planning for this significant life transition. Beyond the clinical practice setting, there are various physician retirement solutions that can help them navigate this phase with financial stability, emotional well-being, and a sense of purpose. In this blog, we will explore […]
As a dentist, you have dedicated your career to providing quality oral healthcare to your patients. However, it’s important to also prioritize planning for your own future, including retirement. Retirement planning is an essential aspect of financial health, and as a dentist, there are unique considerations to keep in mind when preparing for retirement. In […]
In the world of retirement savings, there are many options available to individuals looking to secure their financial future. One popular choice among employers and employees alike is the Safe Harbor 401(k) plan. This type of retirement savings plan offers some unique benefits and incentives that set it apart from traditional 401(k) plans. In this […]
If you own or administer a retirement plan for your employees, you may have heard about Form 5500. Form 5500 is a required annual report that provides information about the financial condition of the retirement plan. This form is used to report a wide range of information, including the number of participants in the plan, […]
Running a successful Certified Public Accountant (CPA) firm can be a complex and demanding task. CPAs are often overwhelmed with managing client accounts, preparing financial statements, and navigating complex tax regulations. In such instances, partnering with a third-party administration (TPA) firm can provide numerous benefits and alleviate some of the workload. This blog will explore […]
