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...
top of page
Search
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...
81 views
W. Allen Wallace
- Jan 3
- 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...
51 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...
70 views
Basepoint Wealth
- Jun 14, 2022
- 4 min
A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...
29 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...
76 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...
34 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...
41 views
Basepoint Wealth
- Dec 14, 2021
- 4 min
Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
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
16 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.
7 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.
13 views
Basepoint Wealth
- Nov 11, 2021
- 4 min
Your Year-End Financial Planning Checklist
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.
69 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.
28 views
Basepoint Wealth
- Aug 19, 2021
- 4 min
Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
9 views
Basepoint Wealth
- May 24, 2021
- 3 min
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
12 views
bottom of page