Dental Unscripted | Getting into Ownership and Practice Management Insights

E44 - Dental Practice Finances: The 401(k) Strategy Every Owner Needs to Know

Published: March 23, 2026

Duration: 41:55

Dental practice finances investment hack using 401 (k) – Shelter up to $83K/year in taxes while building real wealth as a dental practice owner.
Most dental practice owners treat the sale of their practice as their retirement plan. That's a costly mistake. Caitlin Bryan, Wealth Management Lead at Cain Watters & Associates, breaks down how a well-structured 401(k) is the single most powerful dental financial planning tool available and how nine out of ten times, it pays for itself entirely through tax savings.

From the 3% Safe Harbor rule to the backdoor Roth IRA strategy, Caitlin gives dental entrepreneurs a...