Tag: Retirement

Diversifying your Deposit Accounts

Diversifying your Deposit Accounts
You know what they say: Don’t put all your eggs in one basket. That bit of wisdom applies not only to life in general but also to your savings deposits. And no, I don’t mean investment diversification, though that’s just
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5 Steps to Take Before Retiring in Lakewood Ranch

You’re getting close to retirement and have decided you want Lakewood Ranch to be the place you spend your twilight years. Before you put in your notice, however, make sure these 5 things are wrapped up first.

1. Erase Your

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4 Reasons a Firefighter Might Need a Solo 401(K)

Firefighter and his Solo 401(K)

Due to the nature of their shift work, it is fairly common for firefighters to have side gigs.

Having the responsibility of owning and running your own business or working for yourself can be complex and time-consuming. This is especially

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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 Roth 457 Guide!

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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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