Is Your Home Part of Your Retirement Plan?
Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...
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Basepoint Wealth
Nov 27, 20235 min read
Retirement Planning for a New Paradigm
Although slightly more complicated currently, there are tried and true ways to make a plan to keep you on track for retirement on your...
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Basepoint Wealth
Nov 22, 20235 min read
Helping Your Kids Without Risking Your Retirement
How much is too much help for your children? Asking the hard questions and not sacrificing your savings plan is key. Helping your kids...
58 views
Basepoint Wealth
Oct 17, 20235 min read
Social Security Strategies for Married Couples
Social security planning is a crucial part of securing your retirement. It's like fitting together the pieces of a financial puzzle....
105 views
Basepoint Wealth
Oct 13, 20235 min read
Should You Max Out Your 401(k) Contributions?
While maximizing your 401(k) contributions is important, it's equally crucial to align your financial goals, lifestyle, and investment...
52 views
Basepoint Wealth
Aug 4, 20234 min read
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...
139 views
Basepoint Wealth
Apr 24, 20234 min read
How Do You Create Lasting Wealth?
Partnering with our advisory team at Basepoint Wealth can provide you with the knowledge and guidance necessary to develop your personal...
34 views
Basepoint Wealth
Feb 23, 20233 min read
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...
33 views
Basepoint Wealth
Feb 2, 20234 min read
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...
95 views
Basepoint Wealth
Oct 31, 20224 min read
The Early Retirement Decision
Retirement is a big step, and having a plan in place that keeps you moving forward is important to making a successful transition....
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Basepoint Wealth
Sep 19, 20224 min read
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...
75 views
Basepoint Wealth
Jul 22, 20225 min read
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
57 views
Basepoint Wealth
Jun 10, 20224 min read
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...
83 views
Basepoint Wealth
Jun 3, 20224 min read
Value Your Business Like It's Your Retirement Plan, Because It Is
Creating a retirement lifestyle should be about your goals, dreams, and plans for what you want to accomplish. Building a successful...
12 views
Basepoint Wealth
Apr 13, 20225 min read
Cash Flow Planning, A Key When Thinking About Retirement
Ensuring that your planning matches your life stage is critical to growing wealth and staying on track as you move forward....
90 views
Basepoint Wealth
Mar 14, 20224 min read
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...
40 views
Basepoint Wealth
Feb 10, 20224 min read
Planning for Retirement with Equity Compensation
Equity compensation is increasingly common and can add significantly to your personal wealth. Proactive and consistent planning is key....
46 views
Basepoint Wealth
Oct 7, 20215 min read
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
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The Seven Group
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
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.
26 views
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