Tag: 401(k)

Realtors Should be Utilizing the Solo 401(K) – Here Are 3 Reasons Why

Realtors should utilize the solo 401(K)

Realtors are often 1099 employees.

This means realtors aren’t officially employed by a company and therefore don’t qualify for a traditional employer-sponsored, employer-matching retirement account. Of course, a realtor may open a traditional IRA, but there is a potentially better

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How to Make the Most of Your 401(k) Roth Contribution Options

A growing number of businesses are offering 401(k) accounts, yet the majority of workers aren’t taking advantage of them.

Roth 401(k) plans can be a powerful tool for saving for retirement, but they’re less popular than their conventional counterparts.

A …

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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 Solo 401(K) 2-Pager for FireFighters

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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.

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