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College Planning
Insights
Investment
Retirement Funding

What is Basis? Thumbnail

What is Basis?

June 24, 2024 Insights

Roth IRA Part 3 Mega Backdoor Roth Thumbnail

Roth IRA Part 3 Mega Backdoor Roth

May 20, 2024 Insights

Roth IRA Part 2 Backdoor Case Study Thumbnail

Roth IRA Part 2 Backdoor Case Study

April 22, 2024 Insights

Roth IRA Part 1 Income Limits & Fixing Excess Contributions Thumbnail

Roth IRA Part 1 Income Limits & Fixing Excess Contributions

March 23, 2024 Insights

Common Charitable Giving Strategies Thumbnail

Common Charitable Giving Strategies

February 21, 2024 Insights

529 To Roth Rollover Thumbnail

529 To Roth Rollover

January 23, 2024 Insights

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Kotys Wealth Professionals

Corporate Office

1111 Glendale Blvd. Suite 105 Valparaiso, IN 46383

Branch Office Mailing Address

1015 Riley Street, #6685, Folsom, CA 95763

info@kotyswealthpro.com

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