Our Free Guides

Solo 401(K)

The Solo 401(K) Guide

Having the responsibility of owning and running your own business or working for yourself can be complex and time-consuming. Choosing to set up a Solo 401(K) could be the perfect way to set aside a little nest egg for yourself and your loved ones.
Roth 401K

The Roth 401(K) Guide

A Roth 401(k) plan is similar to a traditional 401(k) plan in that it is provided by an employer and allows for greater maximum contributions than an IRA. You put in post-tax contributions, and then allow the money to grow tax-free until retirement. Your employer may have a matching program, which is essentially free retirement money for you.

Roth 457

The Roth 457 Plan

If you’re a government or municipal employee, you’ve surely heard of the 457 plan. What you may not know is that you are able to make Roth contributions to your 457 plan – and considering it allows greater contributions than an IRA, it may make sense for you to make greater use of your Roth 457.  

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Choose your advisor

Dan DiLascia

Sean Koscho

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

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.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team