Taxes

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Retirement Article

The Importance of Tax Planning

According to a recently released survey by Nationwide Retirement Institute, 39% of retirees surveyed "rarely consider the taxes they are paying or will pay in retirement." However, 90% of respondents report feeling in control of the retirement planning process, and 92% of future retirees feel they are financially ready for retirement. While confidence may be high, that 39% not considering taxes are woefully mistaken.

Estate Planning Article

7 Retirement Strategies to Retire Successfully

This list of strategies will hopefully give you a great place to start if you're getting ready to retire or just curious about preparing for retirement. Our goal is to provide you with simple yet effective retirement strategies that do not only focus on investment tactics or savings percentages. Instead, we hope to give you a toolbox of strategies for retirement with which you can combine to build the retirement of your dreams.

Investments Article

CARES Act Retirement Account Distributions

Before the pandemic, people weren't allowed to withdraw money from their IRAs for purposes not related to their retirement. However, the CARES Act includes special provisions permitting coronavirus-related distributions and loans from retirement accounts.

The Guided Retirement Show

Investments Podcast

What Retirees Need to Know about Roth Conversions

Episode 18 - JoAnn Huber | Barber Financial Group & BFG Tax Service

Today, JoAnn and I are digging deep into Roth conversions: why you might want to do it when they make sense and the surprising reasons you may not want to do a Roth conversion. You’ll learn how to stop missing opportunities, take advantage of the unique benefits of the Roth while potentially avoiding hidden costs, and discover how some retirees have saved hundreds of thousands of dollars by doing a Roth conversion the right way.

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.

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The SECURE Act & Your Retirement: An Expert Roundtable

Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.

Video

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.

Video

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.