Year: 2021

Inflation: What It Means for Your Money

Inflation reduces the value of the dollar

Inflation is a huge problem for investors.

It’s also one that many people don’t know much about – and that’s a concern, because it can cost you in the long run. Inflation is an increase in the general level of …

How to Make the Most of Your 401(k) Roth Contribution Options

A growing number of businesses are offering 401(k) accounts, yet the majority of workers aren’t taking advantage of them.

Roth 401(k) plans can be a powerful tool for saving for retirement, but they’re less popular than their conventional counterparts.

A …

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

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