Tax-Free Income Planning

Nothing ruins your first day of retirement like getting a huge tax bill in the mail. Base Wealth doesn’t want you to have a bad day in retirement, nor do we want you to pay taxes. But many kick the tax can down the road, waiting to pay their tax bill while they move up tax brackets. Below you’ll see some common retirement plans which give you a tax-free retirement income. 

Roth IRAs

Roth IRAs are retirement accounts that are individually funded. With a Roth IRA, you pay taxes before putting into the investment account, allowing it to grow tax-free.

Roth 401(k

Roth 401(K)s are individually funded and may be employer-matched, meaning you're essentially getting free money. Just like a Roth IRA, you pay taxes before funding it and then live tax-free after.

Rollovers

If you have a traditional IRA or 401(K), you're just kicking the tax can down the road. We can help you roll your traditional retirement account into a Roth account so you can avoid a big tax bill later.

Don’t hesitate to call us at anytime

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Dan DiLascia

Sean Koscho

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