Retirement Mistakes That Could Ruin You
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, certified financial planner. And today we’re going to …
Avoid Tax Season Surprises: What You Need to Know
TRANSCRIPT: If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your…
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Do NOT Make These 5 Retirement Mistakes
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A donor-advised fund is a philanthropic vehicle that allows individuals to make charitable contributions, receive an immediate tax deduction, and then recommend grants to their favorite charities over time. This approach offers several advantages over simply writing checks directly from …
Retire TODAY If You Can Say ＂YES＂ to These 6 Questions
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