The Optometry Money Podcast

Retirement Plan Options for Independent Contractor Optometrists


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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.

What retirement plan options are available just for independent contractor optometrists? 

Evon dives into the retirement plan opportunities just for 1099 optometrists and those with side businesses. He talks about how optometrists can benefit from:

  • Taxable investment accounts
  • Traditional and Roth IRAs
  • SEP IRAs
  • Solo 401(k)s

He also talks about how pre-tax retirement plan contributions can negatively impact the QBI deduction for self-employed optometrists, as well as how 401(k) plan limits work with multiple employers. 

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected].

Check 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 and debt, build their net worth, and plan purposefully around their money and their practices. 

Resources mentioned on this episode:

  • Get your FREE financial health assessment
  • The Optometry Money Podcast Ep. 63: Choosing a Retirement Plan For Your Optometry Practice with Matt Ruttenberg
  • The Optometry Money Podcast Ep 64: How to Invest Six Digits A Year Into Your Practice Retirement Plans with Matt Ruttenberg
  • The Optometry Money Podcast Ep 51: An Optometrist’s Guide to the Qualified Business Income Deduction
  • Blog: An Optometrist's Guide to the QBI Deduction


The 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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The Optometry Money PodcastBy Evon Mendrin CFP®, CSLP®

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