Social security planning is a crucial part of securing your retirement. It's like fitting together the pieces of a financial puzzle....

Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...

What do the SECURE 2.0 Act changes to 401(k), Roth, RMD’s and other Retirement Plan Rules Mean For You? From student loan repayments to...

Expanding its Eastern Iowa footprint and management team, Basepoint Tax & Accounting is focused on enhanced planning services and client...

Social Security Benefits Are Increasing

On February 23rd, 2022, Allen Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC;...

The IRS has released the 2022 key tax numbers for health savings accounts (HSAs) and high-deductible health plans (HDHPs). The IRS has...

A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...

No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...