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