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.
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Basepoint Wealth
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.
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W. Allen Wallace
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?
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Basepoint Wealth
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.
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