Many people believe that millionaires inherit their money or have large incomes. Watch this short video to squash that myth and find out if it’s possible for you to join the millionaire club!
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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.