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Tariffs, Inflation, and Taxes: Where's the Balance?
Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...
Basepoint Wealth
Mar 275 min read
34 views


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....
Basepoint Wealth
Apr 2, 20245 min read
37 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


Rethinking Taxes From A Risk Perspective
Together, your trusted Basepoint Wealth financial advisor and the experts on our Basepoint Tax team will help identify strategies and...
Basepoint Wealth
Dec 20, 20235 min read
56 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
90 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


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


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...
W. Allen Wallace
Jan 3, 20236 min read
80 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


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...
Basepoint Wealth
Jun 14, 20224 min read
38 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


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...
Basepoint Wealth
Mar 14, 20224 min read
40 views


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...
Basepoint Wealth
Feb 10, 20224 min read
44 views


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
Basepoint Wealth
Dec 14, 20214 min read
20 views


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.
Basepoint Wealth
Nov 16, 20214 min read
9 views


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.
Basepoint Wealth
Nov 13, 20214 min read
17 views


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.
Basepoint Wealth
Nov 11, 20214 min read
71 views


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.
Basepoint Wealth
Sep 27, 20216 min read
27 views


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.
Basepoint Wealth
Aug 27, 20215 min read
86 views
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