Video Categories: Marathon Petroleum

How to Supercharge Your 401k with THIS Strategy

TRANSCRIPT:

Hi, I’m Jeremy Riggs, Certified Financial Planner with Base Wealth Management. Today, I’m going to walk you through an ingenious way to create tax-free growth in your 401k. This strategy is known as a mega backdoor broth. A mega …

Why Should I Use a Health Savings Account (HSA)?

Jeremy, Dustin, and Alex discussing the tax advantages of HSAs.

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.

I’m your co-host, Alex Wolfe, certified financial planner, and today we have with …

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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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