Taxes

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Investments Article

Traditional Versus Roth 401(k)

People frequently ask us whether they should contribute to a Roth 401(k) or a traditional 401(k). The answer to this question depends on your personal situation. There are several factors you should consider.

Insurance Article

Top 10 Risks in Retirement

When you ask the question, "What's your biggest fear in retirement?" Most people will say it's the fear of running out of money. Join Dean Barber and Bud Kasper, as they talk about the top 10 risks in retirement and what you can do to mitigate those risks.

Investments Article

11 Tax Tips for Tax Time

It's everyone's favorite time of year, it's tax time! Well, maybe not. Join Dean Barber and JoAnn Huber, CPA and CFP®, as they discuss 11 tax tips for tax time. Believe it or not, what you're doing during tax season is reporting history. The question really is: What can you do to reduce your tax bill in the future?

The Guided Retirement Show

Estate Planning Podcast

Understanding Donor-Advised Funds and Charitable Giving

Episode 38 | Christopher Rigsby, CAP® - Relationship Manager at Greater Kansas City Community Foundation & Greater Horizons
Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways to continue their charitable giving with strategies such as donor-advised funds, and take advantage of the updated tax code.

Taxes Podcast

The Power of Creating a Long-Term Tax Plan with JoAnn Huber

Episode 35 | JoAnn Huber, CPA, CFP®, & Partner at Barber Financial Group
Today, JoAnn returns to the podcast for the fourth time to talk about the ways 2020 has changed how people of all ages need to look at retirement, the importance of having a solid plan in place long before you take your first RMD, and how to protect yourself, no matter how much the tax code changes.

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Tax Reduction Strategies

In this webinar, Dean Barber and JoAnn Huber, CPA, CFP®, and Partner at Barber Financial Group, discuss tax reduction strategies and forward-looking tax planning. During this on-demand webinar, Dean and JoAnn cover the differences in Traditional and Roth accounts, charitable donations, the SECURE Act, Roth Conversions, and more tax reduction strategies. This webinar is designed to give you a better understanding of how taxes are different in retirement and how you might avoid some common pitfalls.

Video

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

Savvy IRA Planning for Boomers

Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.