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Bautis Financial

Bautis Financial

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Saving for Retirement

Uses of a Roth IRA

Uses of a Roth IRA

Uses of a Roth IRA Roth IRAs are similar to Traditional IRAs, but the main difference between the two is how they are taxed. Traditional IRA contributions are made with pre-tax dollars whereas Roth IRA contributions are made with after-tax dollars. Another major difference between the two

Monte Carlo

Monte Carlo

You’ve finally made it to retirement.  You are happily sitting on a million dollars at age 65.  You are healthy and looking forward to spending your golden years relaxing and doing some of the things you’ve always wanted to do but just didn’t have the time.  You do have some concerns

The Power of Investing Young

The Power of Investing Young

Retirement is something that many people do not consider preparing for until their 30s, 40s, 50s or even later. If you are in your 20s you’re probably still trying to navigate your income, expenses, debt and how to make the most of your money, but one thing that should also be on your mind is

Retirement Savings Tips: From Your 20s to Your 60s

Retirement Savings Tips: From Your 20s to Your 60s

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and

Small Business Retirement Plans

The vast majority of businesses in the U.S employ fewer than 100 workers, yet these employees have less access to things like retirement planning vehicles and other benefits than those who work for larger companies.  Here’s an overview of all the major features of each kind of retirement plan,

Variable Annuities – Love Them or Loathe Them

Fixed income annuity contracts have gained popularity with conservative investors as a safe means of growing their money on a tax-deferred basis.  In the bull markets of the ’80s, a new type of annuity contract allowed investors to participate in the debt and equity markets and enjoy the benefits of

Changing Jobs May Impact Your Retirement

There are many things to consider when deciding whether changing your job makes sense.  The obvious are whether you are getting paid more or doing something you might like better.  There may also be things to take into account like location and work-life balance.  One thing that few people consider

Self Directed IRA

Wealth Manager Marc Bautis Encourages Real Estate Professionals to Use Their IRA to Invest Wisely in Real Estate Marc Bautis, wealth manager for real estate professionals, believes that one of the best ways for his busy clients to secure their financial future is to invest in something they know –

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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