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Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1



Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future.

In part one of his new mini-series, Marc Bautis throws light on 10 things CPAs should know about IRAs. This informative and energetic episode is all about helping you plan for a financially free retirement. 

In this episode, you will learn: 

  • What the current contribution rates are for IRAs
  • Which factors determine your eligibility to contribute
  • How to use an NUA strategy to save on taxes
  • Whether it makes sense to convert to a Roth
  • And more!

Tune in to learn about IRAs and consider if you’re using it to its greatest potential.

Resources:  Bautis Financial


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