• 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

Webinar – Savvy IRA Planning for Boomers

July 15, 2021 by Bautis Financial
IRA Planning for Boomers

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.

Today, more than ever, when it comes to your retirement, you’re on your own. A lot of people have a plan for accumulating money for retirement, but far too often that’s where the planning stops. The reality is that a sound distribution strategy covering a plan for taking money out of your retirement accounts is just as important.

In this webinar we’ll cover common questions baby boomers have about their IRAs, including:

  • How are my IRA withdrawals taxed?
  • When do I need to take withdrawals, and how much do I have to take?
  • Can I still contribute, and if so, how much?
  • What type of IRA is right for me?
  • What happens when I die?
  • How can I minimize taxes?
  • Plus more!

This webinar was held on Thursday, July 15, 2021. Below is the full webinar replay.


Resources:

What to Do With Your Retirement Money | How to Build Your Estate Plan Using Roth IRAs and Life Insurance | 3 Factors That Determine Eligibility for Deducting Your IRA Contribution | Uses of a Roth IRA | Bautis Financial Learning Center | Bautis Financial: (862) 205-5000

About the Instructor

Marc Bautis
Wealth Manager and Founder of Bautis Financial

Marc Bautis
  • Independent Financial Advisor
  • Fiduciary
  • 20 Years in the Financial Services Industry
  • Author of “The Retirement Fitness Challenge“
  • Host of The Agent of Wealth Podcast
Category: Learning Center, Retirement PlanningTag: Baby Boomers, IRA, IRA Planning, IRA Strategies, IRA Tips, retirement, Retirement Planning, Retirement Tips
Previous Post: « How Much Do You Have Saved for Retirement? How Much Money Do You Need to Retire? – Daily Flash Briefing
Next Post: How to Resolve Financial Issues With Your Spouse – Daily Flash Briefing Healthy Relationship with Money »

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 © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top