Description

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:
Episode Transcript & Blog | Download the Checklist | Bautis Financial: (862) 205-5000