EPISODE · Jan 11, 2023 · 28 MIN
The Optometrist's Guide to The SECURE Act 2.0
from The Optometry Money Podcast · host Evon Mendrin CFP®, CSLP®
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.What do optometrists need to know about the recently passed SECURE Act 2.0? Evon breaks down the biggest points of the law that both employed optometrists and practice owners need to keep an eye on, specifically around 529 accounts, SIMPLE IRAs, and 401ks.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:ODs on Facebook Newsletter: The SECURE Act 2.0Eyes On The Money Weekly Newsletter: The Optometrist's Guide to SECURE Act 2.0SECURE Act 2.0 Timeline of Key RulesThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. What do optometrists need to know about the recently passed SECURE Act 2.0? Evon breaks down the biggest points of the law that both employed optometrists and practice owners need to keep an eye on, specifically around 529 accounts, SIMPLE IRAs, and 401ks. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywea...
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The Optometrist's Guide to The SECURE Act 2.0
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