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Bautis Financial

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SECURE Act

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
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

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

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  • 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

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