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Retirement Spending and Investing: 4% Rule or U Shaped Curve
Unsure whether the 4% Rule or a U-shaped spending curve fits your retirement goals? Let's talk strategy—our advisors can help tailor a...

Basepoint Wealth
May 54 min read
78 views


2025 Retirement Savings Contribution Limits
Retirement savings limits are up—now might be the time to review your contributions and make sure you’re taking full advantage. The IRS...

Basepoint Wealth
Mar 273 min read
24 views


What Has Changed in 2025 for Social Security and Taxes?
Your retirement income strategy should be as dynamic as the economy—stay informed and plan wisely. Social security benefits are linked to...

Basepoint Wealth
Feb 264 min read
116 views


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...

Basepoint Wealth
May 28, 20244 min read
117 views


Is Your Home Part of Your Retirement Plan?
Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...

Basepoint Wealth
Feb 26, 20245 min read
64 views


Managing Your Tax Risk With Diversification and Timing
It is common to have taxes on your mind this time of year. They play an important role in your overall financial plan. Our clients are...

Basepoint Wealth
Feb 23, 20244 min read
35 views


Retirement Planning for a New Paradigm
Although slightly more complicated currently, there are tried and true ways to make a plan to keep you on track for retirement on your...

Basepoint Wealth
Nov 27, 20235 min read
64 views


Helping Your Kids Without Risking Your Retirement
How much is too much help for your children? Asking the hard questions and not sacrificing your savings plan is key. Helping your kids...

Basepoint Wealth
Nov 22, 20235 min read
58 views


Social Security Strategies for Married Couples
Social security planning is a crucial part of securing your retirement. It's like fitting together the pieces of a financial puzzle....

Basepoint Wealth
Oct 17, 20235 min read
112 views


Should You Max Out Your 401(k) Contributions?
While maximizing your 401(k) contributions is important, it's equally crucial to align your financial goals, lifestyle, and investment...

Basepoint Wealth
Oct 13, 20235 min read
52 views


The Roth Only Catch Up Contribution Rule Will Get Time to Catch Up
Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...

Basepoint Wealth
Oct 6, 20234 min read
94 views


Health Savings Accounts Just Got More Powerful
Preparing for healthcare expenses in retirement requires careful planning and the ability to maximize tax advantage accounts such as...

Basepoint Wealth
Aug 4, 20234 min read
139 views


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...

Basepoint Wealth
Apr 24, 20234 min read
37 views


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...

Basepoint Wealth
Apr 17, 20234 min read
37 views


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...

Basepoint Wealth
Feb 23, 20233 min read
33 views


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...

Basepoint Wealth
Feb 2, 20234 min read
95 views


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....

Basepoint Wealth
Oct 31, 20224 min read
21 views


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...

Basepoint Wealth
Sep 19, 20224 min read
75 views


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...

Basepoint Wealth
Jul 22, 20225 min read
57 views


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...

Basepoint Wealth
Jun 10, 20224 min read
83 views
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