Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...

A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....

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...

Together, your trusted Basepoint Wealth financial advisor and the experts on our Basepoint Tax team will help identify strategies and...

Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...

Preparing for healthcare expenses in retirement requires careful planning and the ability to maximize tax advantage accounts such as...

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...

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...

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...

Executing a multi-year strategy can help maximize your retirement lifestyle and plans. Creating a retirement paycheck that generates the...

Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...

How much will good tax planning add to your retirement income? Tax planning for retirement is different from the strategies you deploy to...

A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...

As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...

Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak

Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.

Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.

A deferred sales trust (DST) allows for the deferral of capital gains tax when selling real estate or other qualified assets.