Maximize Your 401(k): How Much to Save, and Smart Investment Allocation episode artwork

EPISODE · Jan 31, 2025 · 26 MIN

Maximize Your 401(k): How Much to Save, and Smart Investment Allocation

from The Agent of Wealth · host Marc Bautis

In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals.In this episode, you will learn:How to determine the right contribution amount for your 401(k).The pros and cons of target date funds and whether they’re right for you.How to use your plan’s allocation tools—or create a customized investment strategy.Key updates to 401(k) plans in 2025 under the SECURE 2.0 Act.And more!Resources:Episode Transcript & Blog | Episode 222 - Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Episode metadata supplied by the publisher feed · Published Jan 31, 2025

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In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your retirement plan, the next big questions are: How much should you be saving? and How should you allocate those savings? Marc breaks it all down, from contribution strategies to investment options, so you can build a retirement portfolio that aligns with your goals. In this episode, you will learn:...

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Maximize Your 401(k): How Much to Save, and Smart Investment Allocation

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