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Bautis Financial

Bautis Financial

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Roth Conversions

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
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
What CPAs should know about IRAs

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

August 15, 2019 by Bautis Financial

Are you using IRAs to their greatest potential? Here's how to utilize them for a financially free retirement.

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

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

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