Recommended HR | Retirement Providers | Payroll
Want to invest in your employees or your own financial future? Then establishing a retirement plan like a 401K is the first step. After many months of research, we are excited to have these 401K partners join our ODsonFinance community for the most affordable plan, low cost index fund choices, excellent customer support and well-known reputation!
Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by us. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us.
Employer 401K and Solo-401K
Ubiquity Retirement + Savings is dedicated to making sure your 401(k) plan is tailored to meet your retirement goals. Over our 2 decades, we have helped 10,000 small business clients save over $2.5 billion towards their retirement. We also help clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees. In addition to being fixed fee, Ubiquity is investment agnostic, empowering small business clients and their financial professionals to act in their own best interests.
Jason Gross, AIF®, CRPC® is a Senior Retirement Plan Consultant at Ubiquity Retirement + Savings who excels at assisting clients to achieve their business goals by developing and implementing successful retirement plan solutions. After spending nearly two decades in the retirement industry, Jason has routinely shared his expertise with institutions, financial advisors, and other retirement professionals for use with their client base. Jason specializes in retirement plans with a concentration in defined contribution while also maintaining a basic knowledge of employee benefits.
Location Requirements: Eligible in all States.
- Fee as low as $40 per month, plus $6 per month per person
- Payroll: Automated deductions, direct deposit & tax filing
- Employees Benefits: Health benefits, automatic saving, 401K & More
- HR Experts Support: Direct access to certified HR professional and other resources
Location Requirements: Eligible in all States.
Contact: Set up your Account Today for Low as $6
2023-2024 IRS limitations for Optometrists
With inflation rising at all time highs, it definitely seem that the IRS is adjusting quite drastically for most of these accounts for 2023! While all of these limits might seem higher, remember that it is mainly keeping up with inflation, which the consumer index is estimated at 8%. in 2022. Please use these important limit to adjust your financial planning for 2023 especially for any retirement plans!
October 2023 Market Update for Optometrists: Latest Economic & Financial Trends
The economic landscape is characterized by a steady 3.7% inflation and cautious actions from the Federal Reserve, particularly in managing interest rates to avoid potential economic downturns. While some economic indicators like GDP growth appear robust, there’s a visible undercurrent of economic stress and mixed expert predictions regarding a potential recession in 2024.
June 2023 Market Update for Optometrists: Latest Economic & Financial Trends
Welcome to the June 2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans.
Q1/2023 Market Update for Optometrists: Latest Economic Trends And How To Adjust Your Financial Plan
Welcome to the Q1/2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans… So we hope to provide a comprehensive overview of the latest economic trends and developments, highlighting the challenges and opportunities in today’s market for optometrists.
9 Financial Tips For Optometry Students
As an optometry student preparing to enter the field, it’s important to understand the financial implications that come with this profession. From budgeting for school supplies to managing debt and investing in your future—all these responsibilities add up quickly! With these 9 financial tips, you’ll equip yourself with the knowledge needed to navigate a successful career as an optometrist.
2022 in Review, and a Look at 2023!
It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!
The Optometrist’s Guide to Short Term Investing
With the recent volatile market and pending economic recession, many investors are looking to hold their cash in a relatively safe place, especially as our economy faces surging inflation. In this article, we will talk about short term investments and where we can place these funds, aside from just storing cash. What is a short-term investment?
What Should I Do First? A Complete Guideline Step-By-Step
Personal finance is called personal for a reason; it is just as much a science as it is an art (similar to prescribing glasses). But seriously, this is probably one of the most difficult decisions that a lot of doctor investors will face and has starved me of sleep a lot – simply deciding which…
8 Financial Mistakes that New Optometrists Make
The average new optometrist graduates at an average age of 28 year old (significantly behind non-OD peers in terms of income generation), with an average student loan debt of over $220,000+, with little or no retirement investments. Often new grad optometrists find themselves practicing in oversaturated cities and most importantly without any formal financial education. This is the perfect storm that often leaves many doctors mentally overwhelmed and prone to devastating financial mistakes. In this article, we will address 8 common financial mistakes that new OD graduates make and how you can avoid them to be financially successful.