How to Get Uncle Sam to Help Fund Your Dental Practice Retirement Plan

A dental practice retirement plan is one of the most powerful tax savings tools available to practice owners — and most are leaving significant money on the table. In this episode, Tim McNeely breaks down how to structure your retirement plan so the IRS effectively helps fund it. What you'll hear: The retirement plan structures that generate the largest tax deductions for dental practice owners How to use a defined benefit plan alongside a 401(k) to maximize contributions The employee coverage rules that affect how much you can contribute for yourself How your dental practice retirement plan strategy should change in the 3–5 years before your exit If you're paying more in taxes than you should be, this episode shows you the legal structure to fix it. Learn more and connect with Tim at timmcneely.com Connect with Tim McNeely: Website: https://timmcneely.com Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment Book an Exploratory Call: https://timmcneely.com/contact Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a LifeStone for dental entrepreneurs.   The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly. Connect with Tim McNeely: Website: https://timmcneely.com Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment Book an Exploratory Call: https://timmcneely.com/contact Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a Virtual Family Office for dental entrepreneurs.   The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.