Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
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Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
5 Key Tax Planning Levers Optometrists Need to Know
The Optometry Money Podcast
26 minutes
2 months ago
5 Key Tax Planning Levers Optometrists Need to Know
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Tax planning is more than just finding deductions—it’s about pulling the right financial levers at the right time. In this episode, Evon Mendrin, CFP®, walks through the five key areas of a tax return that optometrists and practice owners should focus on when working with their financial and tax professionals. By understanding these levers, you can reduce surprises at tax time and unlock smarter planning opportunities for ...
The Optometry Money Podcast
Questions? Thoughts? Send a Text to The Optometry Money Podcast! Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees? In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to ...
