5 Steps to Take Before Retiring in Lakewood Ranch

You’re getting close to retirement and have decided you want Lakewood Ranch to be the place you spend your twilight years. Before you put in your notice, however, make sure these 5 things are wrapped up first.

1. Erase Your

Realtors Should be Utilizing the Solo 401(K) – Here Are 3 Reasons Why

Realtors should utilize the solo 401(K)

Realtors are often 1099 employees.

This means realtors aren’t officially employed by a company and therefore don’t qualify for a traditional employer-sponsored, employer-matching retirement account. Of course, a realtor may open a traditional IRA, but there is a potentially better

4 Reasons a Firefighter Might Need a Solo 401(K)

Firefighter and his Solo 401(K)

Due to the nature of their shift work, it is fairly common for firefighters to have side gigs.

Having the responsibility of owning and running your own business or working for yourself can be complex and time-consuming. This is especially

Why Firefighters Should Purchase Private Life Insurance

Private Life Insurance

Why should a firefighter purchase private life insurance?

I mean, life insurance is already provided by your employer—right? Well, If you don’t have any dependents, this could be enough. But if you have a spouse or a child, any death

Why Trying to Time the Market is Risky Business

Trying to time the market can bring your investments crashing down

Some investors have a great habit of selling low and buying high, letting emotions determine their financial decisions, at great cost to their portfolio and mental well-being.

A savvy investor knows that it’s always a great time to buy, for

What You Need to Know About RSUs: Restricted Stock Units

Have you earned restricted stock units (RSUs) through your employer? This type of non-cash compensation has become more and more prevalent among start-ups and Fortune 500 firms, which utilize RSUs to attract new employees and retain key executives to foster

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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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