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....
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Basepoint Tax & Accounting
- Oct 17
- 5 min
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....
3 views
Basepoint Tax & Accounting
- Oct 13
- 4 min
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...
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Basepoint Tax & Accounting
- Feb 22
- 3 min
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...
68 views
Basepoint Tax & Accounting
- Feb 1
- 3 min
Press Release: Basepoint Tax & Accounting Names Ron Detweiler President, Acquires Ledger Plus
Expanding its Eastern Iowa footprint and management team, Basepoint Tax & Accounting is focused on enhanced planning services and client...
244 views
Basepoint Tax & Accounting
- Jan 4
- 4 min
Social Security Benefits Are Increasing. How Will It Affect Your Taxes?
Social Security Benefits Are Increasing
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Basepoint Tax & Accounting
- Mar 11, 2022
- 3 min
Basepoint Tax & Accounting Expands in Eastern Iowa
On February 23rd, 2022, Allen Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC;...
241 views
Basepoint Tax & Accounting
- Jan 1, 2022
- 2 min
IRS Releases 2022 Key Numbers for Health Savings Accounts
The IRS has released the 2022 key tax numbers for health savings accounts (HSAs) and high-deductible health plans (HDHPs). The IRS has...
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W. Allen Wallace
- Dec 30, 2021
- 5 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...
49 views
Basepoint Wealth
- Dec 29, 2021
- 4 min
Organize Your 2022 Finance Picture Through A Fresh Lens
No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
6 views
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