Podcast & Insights | Basepoint Wealth

Sep 29, 20214 min read

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.

10 views

Sep 26, 20216 min read

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.

26 views

Sep 22, 202118 min read

Commentary: Time

How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?

66 views

Aug 26, 20215 min read

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.

86 views