Organize your finances at your convenience without having to search the web for numbers on tax brackets, deductions, credits, Social Security, retirement plans and more! In this webinar, Marc Bautis, Wealth Manager and Founder at Bautis Financial, provides a free download to the data card and shares how you can utilize it to your advantage.
This webinar will help you:
- Save time by providing easy access to financial numbers that matter to you.
- Manage your overall tax bill by using tax deductions and credits listed.
- Make informed decisions to avoid additional taxes and penalties.
- Spot tax-efficient opportunities to save for a comfortable retirement.
- Plan for health care expenses in retirement.
- Gain tighter control over your money and assets.
Resources:
Key Financial Data Card | Tax Cuts and Jobs Act of 2017 | Agent of Wealth Episode 37 – The SECURE Act and Changes to Your Retirement Plan | Information on the Build Back Better Plan | Bautis Financial Learning Center | Bautis Financial: (862) 205-5000
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