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Episode 4 – Your Year-End Financial Planning Checklist: Part 2

October 26, 2018 by Bautis Financial
Year End Financial Planning: Part 2

In this episode of The Agent of Wealth Podcast, host Marc Bautis is back to share part two of the 2018 Year-End Financial Planning Checklist. In this part, you’ll learn everything you need to know about making retirement plan contributions before 2019 begins.  

In this episode, you will learn:

  • The benefit of making contributions to your retirement plan.
  • The contribution limits and deadlines for the most common retirement plans.
  • Bautis Financial’s strategy for clients who can’t contribute to an IRA or Roth IRA because their income exceeds the limit.
  • Recommendations for automating year-round contributions.
  • What to consider when deciding to convert to an IRA to a Roth IRA.
  • And more!

Resources:

Download the Checklist | Bautis Financial: (862) 205-5000, 7 N Mountain Ave, Montclair, New Jersey 07042

Category: The Agent of Wealth PodcastTag: Year-End Financial Planning
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Montclair, NJ 07042
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  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
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    • 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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