How Do You Create Lasting Wealth?
Partnering with our advisory team at Basepoint Wealth can provide you with the knowledge and guidance necessary to develop your personal...
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Basepoint Wealth
- Apr 17
- 4 min
Planning Your Finances When You're in the Sandwich Generation
Being sandwiched right in the middle of caring for children and aging parents requires thoughtful planning and a focus on your goals to...
25 views
Basepoint Wealth
- Feb 23
- 3 min
Secure 2.0: Major Retirement Changes and More
What do the SECURE 2.0 Act changes to 401(k), Roth, RMD's and other retirement plan rules mean for you? From student loan repayments to...
25 views
Basepoint Wealth
- Feb 2
- 4 min
Avoiding the Big Retirement Risks
The key is to take a multi-year planning approach. The goal is to even out income streams to keep taxes as low as possible. Retirement is...
85 views
Basepoint Wealth
- Oct 31, 2022
- 4 min
The Early Retirement Decision
Retirement is a big step, and having a plan in place that keeps you moving forward is important to making a successful transition....
14 views
Basepoint Wealth
- Sep 19, 2022
- 4 min
Planning for the Five Big Tax Challenges in Retirement
Executing a multi-year strategy can help maximize your retirement lifestyle and plans. Creating a retirement paycheck that generates the...
71 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...
54 views
Basepoint Wealth
- Jun 10, 2022
- 4 min
Tax Planning for Retirement: The Long Game
How much will good tax planning add to your retirement income? Tax planning for retirement is different from the strategies you deploy to...
77 views
Basepoint Wealth
- Jun 3, 2022
- 4 min
Value Your Business Like It's Your Retirement Plan, Because It Is
Creating a retirement lifestyle should be about your goals, dreams, and plans for what you want to accomplish. Building a successful...
8 views
Basepoint Wealth
- Apr 13, 2022
- 5 min
Cash Flow Planning, A Key When Thinking About Retirement
Ensuring that your planning matches your life stage is critical to growing wealth and staying on track as you move forward....
80 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...
35 views
Basepoint Wealth
- Feb 10, 2022
- 4 min
Planning for Retirement with Equity Compensation
Equity compensation is increasingly common and can add significantly to your personal wealth. Proactive and consistent planning is key....
43 views
Basepoint Wealth
- Nov 29, 2021
- 3 min
An Upside of Inflation? Retirement Savings Limits Are Increasing Too
The IRS has increased the contribution limits for many retirement savings plans.
60 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.
10 views
The Seven Group
- Sep 30, 2021
- 4 min
Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes
A look inside the proposed changes to a retirement staple - the IRA - as part of the Build Back Better Act.
7 views
Basepoint Wealth
- Sep 27, 2021
- 6 min
Five Things to Know About Taxes in Retirement
Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
16 views
Basepoint Wealth
- Aug 27, 2021
- 5 min
Maximizing the Value of an Asset Sale: Deferred Sales Trusts
A deferred sales trust (DST) allows for the deferral of capital gains tax when selling real estate or other qualified assets.
29 views
Basepoint Wealth
- Jun 7, 2021
- 4 min
Selling a Family Business: Are You Ready?
Selling a family business can be stressful and complicated. The right advice can make the process easier and more profitable.
4 views
Basepoint Wealth
- Apr 8, 2021
- 4 min
Executive Compensation: Cash Balance Plans
A Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.
7 views
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