Taxes Article

Tax Planning Case Study

In this tax planning case study, there are two married couples—Sam and Samantha and Paul and Polly. Sam and Samantha would like to spend $120,000 net of taxes this year and do not have a tax plan. Instead, every year they stress out until they meet with their CPA to find out if and how much they owe the IRS when they file their yearly tax return.

Retirement Article

What is the SECURE Act?

There’s a piece of legislation in discussion widely in the news that will have major impacts on your retirement savings. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is not only a reminder that our elected officials are great at coming up with acronyms, but it’s also a bill that has bipartisan support.

Retirement Article

529 Plan: Saving for Education Expenses

Using a 529 Plan to Save for Your Children’s and Grandchildren’s Education Expenses

For a little more than two decades, people with ambitions of paying for their loved one’s college education have been able to set aside money into tax-favored accounts.

The Guided Retirement Show

Retirement Podcast

IRA vs. Roth IRA – How to Make Both Work for You

Episode 1 - JoAnn Huber, CPA, CFP®
For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come.

Retirement Podcast

IRA vs. Roth IRA Pt. 2 with JoAnn Huber

Episode 2 - JoAnn Huber, CPA, CFP®
In the last episode, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA.However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay.




Does Having a Tax Plan Make a Difference?

Once upon a time, there were two brothers, Stan and Mike. Both were married and because they come from an entrepreneurial family, both owned their own plumbing businesses. As they both approached retirement, Stan and Karen decided to use the plan of “hope”. They hoped they had enough money and hoped their yearly tax bill wouldn’t be too high. You see, Stan and Karen didn’t have a tax plan.


Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 


10 Ways to Avoid Common Tax Filing Errors

Filing your taxes can cause many headaches, just be sure to avoid mistakes. Here are 10 Ways to Avoid Common Tax Filing Errors.