AOAExcel® offers member resources that can help ensure doctors of optometry are on the right path.

3 ways to begin planning for retirement today

Although retirement is decades away for Jeffry Wu, O.D., age 30, he was first inspired to start saving as a fourth-year optometry student.

"I have a five-, 10- and 15-year plan to have my own practice, and retirement was always in my plan to be safe and not have to rely on working forever," Dr. Wu says.

It's never too early to start saving for retirement. Whether you're a practice owner, employed doctor or independent contractor, AOAExcel® offers member resources that can help ensure doctors of optometry are on the right path.

April 9-13 is National Retirement Planning Week, and it's the perfect time to take advantage of these resources. Through AOAExcel's relationship with endorsed business partner, AXA Equitable, member doctors can:

  • Talk to an expert
    Sign up for a complimentary, no-obligation consultation with a retirement program specialist.

  • Find your magic number
    AXA Equitable offers a retirement calculator that can help you gauge potential shortfalls in your current savings plan based on your income and estimated life expectancy.

  • Create a clear vision of your options
    Access various AOAExcel retirement resources based on your timeline to retirement. "Plan ahead; every little dollar and cent counts, even if you can only set a very small amount aside," Dr. Wu says.

Click here to learn more about retirement planning benefits from AOAExcel.

Learn more ways to make the path to retirement smoother in the September 2016 edition of AOA Focus.

April 9, 2018

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