- Financial Planning
- Buy or Sell a Practice
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…
20/20 Money Episode #97 – Should you make Traditional or Roth 401(k) Contributions?
One of the most popular questions we get asked is whether their 401(k) contributions should be Traditional or Roth contributions.…
20/20 Money Episode #96 – Understanding Different Types of Profit Sharing Plans
Understanding the different types of profit-sharing plans that exist can help an optometrist determine which type of plan is going…
20/20 Money Episode #95 – How to Pay Less in Taxes the Year You Sell Your Practice with Karl Willman
Optometrists that own their own practice are always looking for strategic ways to reduce their tax liability. The tax bill…
20/20 Money Episode # 94 – A Powerful 401(k) Option You’ve Probably Never Heard Of
Utilizing a retirement plan like a 401(k) profit sharing plan is a great tool to help optometrists save money for…
How optometrists can reduce taxes using these 3 CARES Act strategies
COVID-19 has certainly forced practice owners to faced some difficult headwinds in 2020. Owners must continue to not only work…
20/20 Money Episode 93 – How to Use Your Website to Drive New Patients to Your Practice
Having a website that stands out, drives new patient growth, and creates a great patient experience is a tall order…
20/20 Money Episode # 92 – Five Reasons Why I Don’t Like SIMPLE IRAs for Optometry Practice Owners
Choosing a retirement plan for your optometry practice is an important decision and it’s one of those processes that can…
20/20 Money Episode #91 – Three CARES Strategies to Revisit
As optometrists continue to deal with the personal and professional financial implications of COVID-19, the CARES Act has been the…
