Subscribe To Our Newsletter


Is It Time to Review Your 401k? Find Out Here!

Jun 19, 2024 | Dental Insights

Do you have a 401k retirement plan at your practice? When was the last time it was reviewed? There have been many changes in the retirement plan space. Many 401k companies (recordkeepers and Third Party Administrators (TPAs)) have been bought, and service has dropped.

In the video above (and linked here), Andres reviews 3 key details that may indicate that it’s time to review your 401k.

Are you able to defer the maximum into your plan?

In 2024, that’s $23,000. If you’re over age 50, you can defer $30,500.

Are you, as owner, getting at least 60% of the total Profit-Sharing Contributions?

Don’t forget to add any employee family members!

Are you able to make Roth 401k contributions in your plan?

Can you make a Roth (after tax) 401k contribution that is not limited by your income?

We hope you are on track! If you need to review any or all of these areas, reach out for your free initial consultation! We have 20+ years in helping dentists make their financial goals a reality.

Subscribe To Our Newsletter


UPCOMING EVENTS

Hinman Dental Meeting
March 12–14, 2026
Atlanta, GA

Utah ADMC Connect Meeting
April 17th, 2026
Weave Headquarters (Lehi, UT)
1331 W Powell Way, Lehi, Utah, 84043

New York ADMC Connect Meeting
May 1st, 2026

Quarterly Webinar Series - 'How to Lose a Team in 90 Days': The Hiring and Onboarding Process with GG Practice Coaching and Development
Friday, March 20th | 12pm

Quarterly Webinar Series - Essential Leadership Skills for Practice Owners with Debra Engelhardt-Nash
Friday, May 22nd | 1pm

E2E Financial, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. investments involve risk and unless otherwise stated, are not guaranteed. be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

Don’t miss the next one. Subscribe for early access.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?