• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

IRA

Robinhood

Robinhood Brings First-Ever IRA Contribution Match to Retail Customers

December 6, 2022 by Bautis Financial

Robinhood launches waitlist for first-ever IRA with a match (1%).

Read moreRobinhood Brings First-Ever IRA Contribution Match to Retail Customers
What to Do With Your Retirement Money

What to Do With Your Retirement Money

July 29, 2021 by Bautis Financial

Once you retire, the decision on what to do with your 401(k), 403(b) or similar plan is an important one. Here are six different options to choose from.

Read moreWhat to Do With Your Retirement Money
IRA Planning for Boomers

Webinar – Savvy IRA Planning for Boomers

July 15, 2021 by Bautis Financial

Discover how to implement an effective distribution strategy for IRA accounts — so you can retire without stress! Join us for the webinar on July 15, 2021 at noon.

Read moreWebinar – Savvy IRA Planning for Boomers
How to Decide if a Roth Conversion Makes Sense For You

How to Decide If a Roth Conversion Is Right for You This Year – Daily Flash Briefing

June 26, 2020 by Bautis Financial

Before you complete a Roth conversion, understand the possible tax implications.

Read moreHow to Decide If a Roth Conversion Is Right for You This Year – Daily Flash Briefing
How to Take Distributions From 401(k)

An Update on Coronavirus Distributions From 401(k) Plans and IRAs – Daily Flash Briefing

June 24, 2020 by Bautis Financial

Individuals impacted by the COVID-19 pandemic are eligible to take a distribution from their 401(k) or IRA by the end of the year. Here's what this means for you.

Read moreAn Update on Coronavirus Distributions From 401(k) Plans and IRAs – Daily Flash Briefing
Why It's Important to Look at Your Financial Situation From Different Angles

Why It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing

June 19, 2020 by Marc Bautis

In this scenario, incurring a penalty on purpose sets a couple up for a more robust financial future. Here's why financial advisors who look at the bigger picture get the job done better.

Read moreWhy It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing
Uses of a Roth IRA

Uses of a Roth IRA

December 26, 2018 by Bautis Financial

A Roth IRA account is one of the most flexible retirement accounts available. Here are four ways to use them, three of which being alternatives to retirement.

Read moreUses of a Roth IRA
Tax Loophole Tips

Take Advantage Of These “Loopholes” Before They Are Gone

March 5, 2016 by Bautis Financial

Let's take a deeper look at these two "loopholes" — the Backdoor Roth IRA and the Stretch IRA.

Read moreTake Advantage Of These “Loopholes” Before They Are Gone

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

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

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top