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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W. Allen Wallace
Dec 30, 20215 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...
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Basepoint Wealth
Dec 14, 20214 min
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
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Basepoint Wealth
Nov 16, 20214 min
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.
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Basepoint Wealth
Nov 13, 20214 min
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.
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Basepoint Wealth
Nov 11, 20214 min
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.
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Basepoint Wealth
Sep 27, 20216 min
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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Basepoint Wealth
Aug 27, 20215 min
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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Basepoint Wealth
Aug 19, 20214 min
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
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Basepoint Wealth
May 24, 20213 min
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
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