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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm Saturday 8am - 5am Sunday 8am - 5:30pm

Broad Basis

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We were founded on the belief that successful wealth management is best served by combining Our knowledge in financial and tax planning.

10/28/2026

That is the question worth asking, and the Broad Basis team is here to help you answer it.

Whether you are approaching retirement and need an income plan, just starting to invest, or somewhere in the middle, the team at Broad Basis works with people at every stage. Tax-efficient strategies, tactical investment management, multigenerational estate planning, and no jargon, no gimmicks.

Just a real conversation about where you are and where you want to be.

The introductory meeting is free with no obligation. Use the link in the bio to schedule your call.

10/27/2026

It is not saving too little.

Most people spend years focused on accumulating wealth, but never build a strategy for how to actually spend it. Accumulating and distributing are two completely different goals, and one without the other leaves a major gap in your plan.

Building the wealth is only half the work.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

10/23/2026

Do not count on it.

Some retirees pay less. Others pay more. Pension income, Social Security, Medicare costs, and where your retirement savings are actually held all factor into the equation. If everything is sitting in pre-tax traditional IRA accounts, that income has to come from somewhere, and the tax liability can catch people off guard.

That is exactly why a retirement income plan matters.

Use the link in the bio to schedule a free introductory call with the Broad Basis team.

10/21/2026

Most people assume it is too late. The truth is, that is actually the optimal time.

The years between retirement and when your required minimum distributions begin are when your taxable income is at its lowest. That window gives you the most opportunity to move pre-tax money into a post-tax account status.

Do not leave that window on the table.

Use the link in the comments to talk through your Roth conversion options with the Broad Basis team.

10/19/2026

The best answer is years ago. The second best answer is today.

Whether retirement is three years away or thirty, the time to start building a plan is now. The earlier you sit down and map it out, the more options you have.

Use the link in the bio to schedule a free introductory call with the Broad Basis team.

10/15/2026

Come prepared. It makes all the difference.

Bring your tax returns, IRA statements, 401k statements, any documentation for assets you hold, your retirement goals, and your estimated monthly expenses.

That information gives your advisor a complete picture of where you are today, what needs to happen to get you where you want to be, and what retirement actually looks like for you.

Use the link in the bio to schedule your first meeting with the Broad Basis team.

10/14/2026

No. And that is an important distinction.

A Roth conversion is not the right move for everyone. If it pushes you into a higher tax bracket or costs you significantly more today than it saves you later, it may not be worth it. The numbers and the formulas exist to show you exactly what the impact looks like for your specific situation.

It is always worth the conversation with your advisor.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

10/13/2026

A Roth conversion can save you significantly in taxes, but timing is everything.

It is the process of moving funds from a traditional IRA into a Roth IRA. The sweet spot for most retirees is the window right before required minimum distributions kick in, when your taxable income is at its lowest and your opportunity to move pre-tax money is at its highest.

Pre-tax in. Post-tax, tax-free growth out. That is the play.

Use the link in the comments to talk through whether a Roth conversion makes sense for your situation.

10/09/2026

Don't put all your eggs in one basket. You've heard it before, but here's what it actually means.

Diversification is spreading your investments across different asset classes to reduce your exposure to market volatility. It does not eliminate risk, but it does help offset some of it.

That distinction matters more than most people realize.

Learn more about how Broad Basis approaches investment management.

10/07/2026

Yes. But let's talk about it.

Having a mortgage in retirement is not a dealbreaker. The key is making sure that payment fits comfortably within your retirement income without stretching you thin.

The math matters. Let's make sure yours works.

Use the link in the comments to schedule a free introductory call with the Broad Basis team.

Address

5717 Legacy Drive, Suite 250
Plano, TX
75024

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	8am - 5am
Sunday	8am - 5:30pm

Website

https://www.broadbasis.com/

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