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401k

Don’t Forget Your Old 401(k) When You Change Jobs

Don’t Forget Your Old 401(k) When You Change Jobs

November 19, 2025 by Bautis Financial

Just switched jobs? Don’t forget your old 401(k). Small balances can get rolled into low-yield accounts without you knowing, costing you years of growth. Learn how to take control.

Read moreDon’t Forget Your Old 401(k) When You Change Jobs
Your 401(k) Options During or After a Job Transition

Your 401(k) Options During or After a Job Transition

May 20, 2024 by Bautis Financial

If you’ve transitioned jobs or are planning to do so soon, learn the pros and cons of the four options you have when it comes to managing your 401(k).

Read moreYour 401(k) Options During or After a Job Transition
401(k) Rollover

401(k) Rollovers: A Quick-Start Guide

April 24, 2024 by Kyra Mackesy

Navigating a 401(k) rollover can seem daunting at first. But, by understanding the steps involved, you can ensure a smooth transition of your retirement savings.

Read more401(k) Rollovers: A Quick-Start Guide
IRA and 401k Differences | Retirement Accounts

5 Things You Can Do With an IRA That You Can’t With a 401(k)

March 19, 2024 by Bautis Financial

IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.

Read more5 Things You Can Do With an IRA That You Can’t With a 401(k)
How to Fix Common 401k Plan Mistakes

How to Fix Common 401k Plan Mistakes

August 25, 2022 by Bautis Financial

Millions of people depend on the money they invest in their 401k to fund their retirement years. Avoid these mistakes to make the most of your retirement account.

Read moreHow to Fix Common 401k Plan Mistakes
Mistakes to Avoid When Taking Withdrawals From Your 401k

Episode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k

August 18, 2022 by Bautis Financial

In the third of a three-part series on 401ks, Marc Bautis shares four mistakes people make when withdrawing from their 401ks and how to avoid them.

Read moreEpisode 118 – Mistakes to Avoid When Taking Withdrawals From Your 401k
Mistakes to Avoid When Investing In Your 401k

Episode 117 – Mistakes to Avoid When Investing In Your 401k

August 11, 2022 by Bautis Financial

In the second of a three-part series on 401ks, Marc Bautis outlines seven mistakes people make when investing in their 401k accounts and how to avoid them.

Read moreEpisode 117 – Mistakes to Avoid When Investing In Your 401k
Mistakes to Avoid When Contributing to Your 401k

Episode 116 – Mistakes to Avoid When Contributing to Your 401k

August 4, 2022 by Bautis Financial

In the first of a three-part series on 401ks, Marc Bautis outlines six mistakes people make when contributing to their 401k accounts and how to avoid them.

Read moreEpisode 116 – Mistakes to Avoid When Contributing to Your 401k
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  • About
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  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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