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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.
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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.

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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.  

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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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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.

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

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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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