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Last Chance Financial Planning


Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in.

Related: Your 2018 Year-End Financial Checklist

Here’s what you will learn about in this episode:

  • The benefit of making contributions to your retirement plan
  • The contribution limits and deadlines for the most common retirement plans
  • Marc’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!

Tune in now and prepare to check ‘retirement contribution’ off of your to-do list!

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