529 Plan distributions – knowing what expenses are qualified education expenses and what expenses are non-qualified education expenses? With students heading back to school this fall, now is a great time to begin planning for your 529 plan distributions for the...
A lifetime is filled with ever-changing events, some predictable while others are unpredictable. And many of life’s major events have some impact on your financial well-being. Your first job, marriage, the birth of a child are a few of the major life-changing events...
By Pouya Andalib, Managing Partner of Evox365 A busy dental office in Massachusetts recently faced a costly challenge: nearly 30% of their incoming calls were going unanswered—especially during lunch breaks, weekends, and after-hours. Patients were frustrated,...
Anyone 50 or older and still working can put away extra money each year into their 401k, 403b or SIMPLE IRAs as “catch-up contributions” into their retirement account. For 2025 the catch-up contribution amount is $7,500 for 401k’s and 403b’s. New this year,...
As a practice owner, you already know how important a retirement plan is—for you, your team, and your bottom line. But not all retirement plans are created equal. Too often, doctors default to the “vanilla” 401(k) solutions offered through professional associations...
