• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bautis financial secure your castle achieve your dreams

SECURE Act Changes

Retired Couple

Webinar – How the SECURE Act 2.0 Will Impact Your Retirement

May 17, 2023 by Bautis Financial

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.

Read moreWebinar – How the SECURE Act 2.0 Will Impact Your Retirement
New Retirement Rules Included in The Secure Act 2.0

New Retirement Rules Included in The Secure Act 2.0

December 27, 2022 by Bautis Financial

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.

Read moreNew Retirement Rules Included in The Secure Act 2.0
Reading the SECURE Act 2.0

What The SECURE Act 2.0 Could Mean for Your Retirement Savings

April 14, 2022 by Kayla Waller, CFP®

The SECURE Act 2.0 spells out big changes for how 401(k)s are administrated. Here's what you should know.

Read moreWhat The SECURE Act 2.0 Could Mean for Your Retirement Savings
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: September 17, 2021

September 17, 2021 by Bautis Financial

In this week's advisor commentary, Marc Bautis explains proposed legislation changes in the Build Back Better Plan and SECURE Act.

Read moreBautis Financial Advisor Commentary: September 17, 2021
SECURE Act Changes to Required Minimum Distributions

Episode 37 – The SECURE Act and Changes to Your Retirement Plan

February 24, 2020 by Bautis Financial

Catch up on the SECURE Act's biggest changes and how these changes may impact your financial plan.

Read moreEpisode 37 – The SECURE Act and Changes to Your Retirement Plan
New Retirement Rules Under The SECURE Act

New Retirement Rules Under The SECURE Act

January 10, 2020 by Bautis Financial

The SECURE Act offers both new opportunities to potentially minimize your planning, and new pitfalls to avoid.

Read moreNew Retirement Rules Under The SECURE Act

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

Form CRS

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2026 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top