Inherited IRA's: It's Complicated
With final rules now in place, a major point of uncertainty for inherited IRAs is now cleared up. Here is what you need to know. Several...
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Basepoint Wealth
- May 28
- 4 min
Required Minimum Distribution Rules Are Updated for 2024
Our highly qualified Basepoint Wealth advisory team will expertly guide you and craft your long-term plan to maximize results. Similar to...
77 views
Basepoint Wealth
- Apr 2
- 5 min
Real Estate Investing: What is a 1031 Exchange into a DST?
A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....
25 views
Basepoint Wealth
- Apr 2
- 4 min
Women and the Changing Financial Landscape
Women are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...
38 views
Basepoint Wealth
- Aug 9, 2023
- 4 min
Understanding Alternative Assets
Offering other investment choices from stocks, bonds, and cash, today's alternatives are more accessible to investors. Understanding...
80 views
W. Allen Wallace
- May 16, 2023
- 16 min
Bonds: Know What You Own
Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...
267 views
Basepoint Wealth
- Apr 10, 2023
- 4 min
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
266 views
W. Allen Wallace
- Jan 3, 2023
- 6 min
How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
76 views
Basepoint Wealth
- Jul 22, 2022
- 5 min
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
57 views
Basepoint Wealth
- May 19, 2022
- 4 min
Changing Jobs: What Happens To Your 401(k)?
Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....
14 views
Basepoint Wealth
- Mar 14, 2022
- 4 min
Creating Flexible Income in Retirement: Roth Conversions
A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
40 views
W. Allen Wallace
- Feb 11, 2022
- 11 min
Commentary: Portfolio Construction
A look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...
232 views
Basepoint Wealth
- Feb 10, 2022
- 4 min
You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
43 views
Basepoint Wealth
- Jan 11, 2022
- 1 min
Webinar: Investment Outlook & Update - 11 Jan 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
113 views
Basepoint Wealth
- Nov 23, 2021
- 5 min
Managing Investments Means Managing Your Emotions
Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
77 views
Basepoint Wealth
- Nov 16, 2021
- 4 min
Spousal IRA: A Strategy for Tax-Advantaged Saving
Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
9 views
Basepoint Wealth
- Nov 13, 2021
- 4 min
Asset Location: A Tax Lens on Retirement Investing
Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
17 views
W. Allen Wallace
- Oct 12, 2021
- 11 min
Commentary: The Siren's Song
There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
351 views
Basepoint Wealth
- Oct 8, 2021
- 5 min
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
15 views
W. Allen Wallace
- Sep 23, 2021
- 18 min
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
66 views
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