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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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How to Supercharge Your 401k with THIS Strategy

Discover how tax-smart strategies can help ensure your family's future wealth, from gifting assets to optimizing retirement plans.

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Tax-Smart Strategies for Your Family’s Future Wealth

Discover how tax-smart strategies can help ensure your family's future wealth, from gifting assets to optimizing retirement plans.

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

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

Learn how Health Savings Accounts (HSAs) provide tax-efficient growth and flexibility for your retirement planning in this informative video.

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Are You Ready for Medicare? An Essential Planning Guide

Start Medicare planning before 65 to avoid coverage gaps and penalties. Learn about Medicare parts, enrollment periods, and choosing the best plan.

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Estate Planning Basics: Why You Need a Trust & More

Learn why creating an estate plan is essential for protecting your assets, loved ones, your legacy, and your future.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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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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