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How to Claim Your Lost Money: A Step-by-Step Guide

Learn how to claim unclaimed funds from old accounts, checks, or deposits. Follow these steps to find and secure lost money waiting for you.

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Understanding Donor Advised Funds for Charitable Giving

Take control of your generosity and discover how Donor Advised Funds can supercharge your charitable impact.

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Crush Market Volatility During Election Years With These Expert Tips

Discover when you're truly ready to retire—not just financially but emotionally. Learn key strategies for retirement planning in our latest episode!

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When Can You Retire? Essential Tips and Insights for Retirement Planning

Discover when you're truly ready to retire—not just financially but emotionally. Learn key strategies for retirement planning in our latest episode!

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4 Key Strategies to Enhance Your Investment Performance

Explore 4 key strategies to enhance your investment performance: investor behavior, tax management, risk alignment, and cash flow optimization.

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Maximize Your 401k Savings with Net Unrealized Appreciation

Discover a tax strategy to save on rolling over your 401k: transferring company stock can lead to lower tax rates.

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Can You Claim Both Your Own and Your Spouse’s Social Security?

Discover how spousal Social Security benefits work, including eligibility, divorce impacts, and optimal claiming strategies for retirement planning.

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Essential Tips for Planning Social Security Before Age 62

Help ensure financial stability and maximize your benefit in retirement by planning your Social Security strategy before age 62.

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When Should You Create an Estate Plan?

Discover common estate planning misconceptions with attorney Pat Barnes. Learn how to ensure your assets are protected and avoid probate!

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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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 *This book is most suitable for households with $250K or more in investable assets.
 

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