20/20 Money Episode # 98 – Implementing a SoloK as an Optometrist?

The Solo 401(k) is a viable option for independently contracted, 1099 compensated optometrists. It has many of the same benefits and options that a “normal” 401(k) has but without many of the testing and compliance requirements. However, they are not without their own limitations. In this episode, I share what optometrists need to know about when and whether a Solo/Individual 401(k) is a viable retirement planning vehicle to consider. For more information, visit the IRS.gov Solo 401k website.

As a reminder, you can get all the information discussed in today’s conversation or check out any number of additional free resources like our eBooks and on-demand webinars by visiting our website at integratedpwm.com and clicking on the Learning Center. You can also visit this page to set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions.

Enjoy our content? Subscribe for regular updates!

*Fine print: You'll get a digest of the content we've created every two weeks. We hate SPAM

and promise to keep your email address safe. Unsubscribe at any time.

Share

Please rate and subscribe to 20/20 Money on:

Leave a Comment

Your email address will not be published. Required fields are marked *