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Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
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Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
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Estate Planning Article
Transferring Wealth: IRAs Are a Bad Option
Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones.
Estate Planning Article
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how they can affect different beneficiaries.
Estate Planning Article
RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule
The IRS has issued a notice that waives the 50% penalty on missed RMDs from 2021 and 2022 on IRAs that fall within the 10-year payout rule.
The Guided Retirement Show
Estate Planning Podcast
Family Financial Planning with Matt Kasper
Episode 81 | Matt Kasper | Barber Financial Group CFP® Professional
Leaving a legacy is very important to a lot of people. Dean Barber and Matt Kasper discuss how to go about family financial planning.
Estate Planning Podcast
Planning for RMDs with Will Doty
Episode 74 | Will Doty | CFP® Professional
Will Doty and Dean Barber explain RMDs, tax planning opportunities surrounding RMDs, how RMDs factor in when leaving money behind for the next generation, and so much more.
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PDF Document
Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
Watch
Video
What Is Tax Diversification?
Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.
Video
Dr. Alan Molk Presents “Saving Lives, Saving Dignity”
In this webinar, Dr. Alan Molk tells the story of why he wrote his book, Saving Lives, Saving Dignity. He presents his background as an emergency room physician of 40 years, and why he believes having advanced health care directives is imperative for you and your family.
Video
Is a Will Enough?
In this webinar, Estate Planning Attorney Garrett Griffin, illustrates the differences in wills and trusts, what you can do to protect your legacy, and why it's important to develop your estate plan with your family in mind. You don't put together an estate plan for yourself, you do it for your loved ones.