You should know this before retiring early.

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Do you dream of retiring early and shifting from career to comfort? Join Alex Wolfe as he delves into what early retirement really entails and the strategies to make it a reality without sacrificing your financial security.

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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

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

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