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How Do Financial Advisors Add Value?

Discover how financial advisors can significantly enhance your portfolio's growth and stability over your lifetime.

Investing in Market Resilience

Uncover market resilience, the risks of timing, and strategies for a robust portfolio. Dive into…

Blockchain and Crypto: A Worthwhile Investment?

It’s a common question from clients – what about cryptocurrency? Is it safe? Is it…

The Benefits of the 1031 Exchange

A 1031 Exchange is a vital tool in optimizing your investment real estate tax strategy…

How to Use a ROBS 401(K) – Rollovers as Business Startups

The ROBS 401(K) rollover may be your start-up's financing solution. But you should be aware…

Diversifying your Deposit Accounts

To keep your funds safe, consider diversifying deposit accounts across banks and types, such as…

The Optimal Order of Investing

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

A Lakewood Ranch Retiree’s Withdrawal Guide

The order in which you start to withdrawal from your retirement accounts plays a vital…

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…

Retirement Planning in the 21st Century: The Biggest Changes (and Challenges)

In this article, we confront some of the key issues future retirees face and how…

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

Realtors are often 1099 employees. This means realtors aren't officially employed by a company and…

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

Some investors have a great habit of selling low and buying high, letting emotions determine…

Why Firefighters Should Purchase Private Life Insurance

Why should a firefighter purchase private life insurance? Life insurance is provided by the employer…

Why Trying to Time the Market is Risky Business

Some investors have a great habit of selling low and buying high, letting emotions determine…

What You Need to Know About RSUs: Restricted Stock Units

Let's take a look at how Restricted Stock Units work, as well as how owning…

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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 Solo 401(K) 2-Pager for FireFighters

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Get a FREE copy of Divorce the IRS

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