Video Categories: Retirement

Why 2026 Is More Dangerous for Retirement Than People Think

Transcript:

A lot of people walked into 2026 feeling pretty good about their finances. The market had a solid year. Statements looked better. Balances were up. And I think that’s exactly why this year feels a little more dangerous than …

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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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