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Bautis Financial

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Roth IRA

IRAs for Beginners

IRAs for Beginners

March 17, 2023 by Kyra Mackesy

IRAs give all workers a convenient way to prepare for retirement. Here’s a look at how they work, the different types of IRAs available, and more.

Read moreIRAs for Beginners
Roth IRAs As a College Savings Vehicle

Roth IRAs As a College Savings Vehicle

December 21, 2022 by Bautis Financial

Using a retirement account for education expenses may sound counterintuitive, but it's important to evaluate all the options you may have available. Discover how Roth IRAs can be used as a potential planning strategy for college.

Read moreRoth IRAs As a College Savings Vehicle
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
Estate Planning Using Roth IRA and Life Insurance

How to Build Your Estate Plan Using Roth IRAs and Life Insurance

March 24, 2021 by Bautis Financial

If you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance.

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance
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
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

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7 North Mountain Ave
Montclair, NJ 07042
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    • 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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