Basis Financial Group

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

USA✨ Celebrating 250 Years of America ✨USA
On July 4th, we celebrate an incredible milestone—250 years of the United States of America. 🎉
For two and a half centuries, this nation has been built on courage, resilience, and the pursuit of freedom. Today, we honor the past, celebrate the present, and look ahead to a future filled with opportunity and possibility.
As we gather with family, friends, and communities, let’s reflect on the journey that brought us here and the shared values that continue to unite us.
Here’s to 250 years—and many more to come! ❤️🤍💙

Mom taught me that "waste not, want not."
That grocery lists matter.
That rainy day jars aren't just for spare change; they're one way she prepared for life's "what ifs."

Whether she balanced the checkbook down to the penny or found creative ways to stretch a budget, many of us carry her financial wisdom with us.

What's a money lesson your mom shared that still sticks with you?
Drop it in the comments—we'd love to hear what stayed with you. 💬👇