Basepoint WealthNov 29, 20213 minPersonal FinanceAn Upside of Inflation? Retirement Savings Limits Are Increasing TooThe IRS has increased the contribution limits for many retirement savings plans.
Basepoint WealthOct 8, 20215 minExecutive CompensationNavigating Employee Stock Purchase PlansInvesting in the company you work for can be part of a solid equity allocation. We break down what you need to know.
The Seven GroupSep 30, 20214 minArticleLimiting a Retirement Classic: The IRA May See Some Unwelcome ChangesA look inside the proposed changes to a retirement staple - the IRA - as part of the Build Back Better Act.
Basepoint WealthSep 27, 20216 minTaxesFive Things to Know About Taxes in RetirementMany retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
Basepoint WealthAug 27, 20215 minBusinessMaximizing the Value of an Asset Sale: Deferred Sales TrustsA deferred sales trust (DST) allows for the deferral of capital gains tax when selling real estate or other qualified assets.
Basepoint WealthJun 7, 20214 minBusinessSelling a Family Business: Are You Ready?Selling a family business can be stressful and complicated. The right advice can make the process easier and more profitable.
Basepoint WealthApr 8, 20214 minBusinessExecutive Compensation: Cash Balance PlansA Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.