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
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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