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Sunset Networking Event

Took Place on July 8, 2021 at The Finish Tower in
Nathan Benderson Park

Base Wealth Management hosted a Sunset Networking Event on the 2nd floor of the elegant Benderson Family Finish Tower in Nathan Benderson Park. Special guest James Miller spoke on his newest book, Divorce the IRS: How to Defuse Your Biggest Tax Time Bombs Before You Retire.

Attend & Get a FREE copy!

Many believe it’s a good idea to kick a little of your tax problem down the road by saving money in tax-deferred accounts, like a Traditional 401(k) or IRA. What they don’t realize is this isn’t like kicking a can down the road, it’s more like rolling a wet snowball down a snowy slope! The tax you save today is really just a loan from the IRS that will grow just like that snowball as you head downhill towards retirement, setting off an avalanche of tax time bombs.

Divorce the IRS shows you exactly how the IRS has designed a tax system that incentivizes you to line their coffers over time with your money if you don’t understand the rules. If you want to understand taxes in retirement and turn the tables on the IRS, this book is for you.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

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Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

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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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 *This book is most suitable for households with $250K or more in investable assets.
 

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