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Retirement Accounts

How to Save for Retirement Without a 401(k)

How to Save for Retirement Without a 401k

January 14, 2023 by John Williams

If you don't have access to a 401k or 403b employer-sponsored contribution plan, here are your options for retirement savings accounts.

Read moreHow to Save for Retirement Without a 401k
Should I Contribute to My Roth 401k?

Financial Planning Checklist: Should I Contribute to My Roth 401k?

December 13, 2022 by Marc Bautis

This guide shows you the key differences between a Roth 401k and a Roth IRA, as well as the difference between a Roth 401k and traditional pre-tax 401k contributions, which will help you answer the question: Should I contribute to my Roth 401k?

Read moreFinancial Planning Checklist: Should I Contribute to My Roth 401k?
Retirement Account Options

Webinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

March 24, 2022 by Bautis Financial

In order to handle your hard-earned retirement savings with care, consider all IRA rollover options available.

Read moreWebinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions
Fidelity 401(k) Record High Savings

401(k) Accounts Reach Record Highs, Fidelity Says – Daily Flash Briefing

August 20, 2021 by Bautis Financial

Retirement savers who hold 401(k) accounts with Fidelity are socking away money like never before, despite — or maybe because of — the COVID-19 pandemic.

Read more401(k) Accounts Reach Record Highs, Fidelity Says – Daily Flash Briefing
Retirement Account Options

Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

August 16, 2021 by Bautis Financial

One of the most important retirement decisions you'll ever make is what to do with your old retirement account when you leave your job. A lot of people think it's an easy choice, but depending upon your situation you may have up to six options to choose from.

Read moreWebinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job
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
Making a Roth IRA Conversion

Does a Roth Conversion Make Sense for You This Year?

July 1, 2020 by Bautis Financial

Interested in converting a traditional IRA to a Roth IRA? Before you do, let's get a better understanding of the tax implications.

Read moreDoes a Roth Conversion Make Sense for You This Year?
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
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • Who We Work With
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    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
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    • Discover How
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    • Orion

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