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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...

Basepoint Tax & Accounting
Oct 13, 20234 min read
9 views


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...

W. Allen Wallace
Dec 30, 20215 min read
52 views


Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak

Basepoint Wealth
Dec 14, 20214 min read
15 views


Spousal IRA: A Strategy for Tax-Advantaged Saving
Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.

Basepoint Wealth
Nov 16, 20214 min read
7 views


Asset Location: A Tax Lens on Retirement Investing
Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

Basepoint Wealth
Nov 13, 20214 min read
13 views


Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.

Basepoint Wealth
Nov 11, 20214 min read
64 views


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.

Basepoint Wealth
Sep 27, 20216 min read
16 views


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.

Basepoint Wealth
Aug 27, 20215 min read
14 views


Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

Basepoint Wealth
Aug 19, 20214 min read
13 views


Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable

Basepoint Wealth
May 24, 20213 min read
9 views
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