Webinar – How the SECURE Act 2.0 Will Impact Your Retirement May 17, 2023 by Bautis FinancialIn 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
Bautis Financial Advisor Commentary: September 17, 2021 September 17, 2021 by Bautis FinancialIn 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
Episode 37 – The SECURE Act and Changes to Your Retirement Plan February 24, 2020 by Bautis FinancialCatch 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 January 10, 2020 by Bautis FinancialThe SECURE Act offers both new opportunities to potentially minimize your planning, and new pitfalls to avoid. Read moreNew Retirement Rules Under The SECURE Act