Bautis Financial
Secure your Castle, Achieve your Dreams.
Year-end tax planning isn’t about scrambling in April – it’s about thoughtful decisions before December 31. With major tax rules set to change in 2026, this year’s planning window matters more than usual. We’ve outlined nine key areas to consult with your CPA before year-end, from income planning to retirement and charitable strategies.
Learn how to maximize your 401(k) contributions and allocate your savings effectively in this episode of The Agent of Wealth Podcast. Discover strategies for retirement planning, including target date funds, investment options, and key 401(k) changes under the SECURE Act 2.0.
As some Americans struggle to save for retirement, key 401(k) plan changes could soon make preparing easier for certain workers.
In order to take the steps to adjust your retirement strategy and estate plan, you need to understand the impact these new retirement rules may have on you.
Now that SECURE 2.0 is poised to be signed into law, here are some of the new rules, highlighted for people who are in or near retirement.
The SECURE Act 2.0 spells out big changes for how 401(k)s are administrated. Here's what you should know.
