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

  • Jan 31 2025
  • Length: 26 mins
  • Podcast

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

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  • Summary

  • 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
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