EPISODE · Oct 24, 2018 · 27 MIN
Your Year-End Financial Planning Checklist: Part 2
from The Agent of Wealth · host Marc Bautis
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
Embed this episode
What this episode covers
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 t...
Ready to play
Your Year-End Financial Planning Checklist: Part 2
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.