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.

Retirement Article

How is My Retirement Income Taxed?

It depends. If you have been saving for your retirement by using tax-deferred accounts such as traditional IRA, 401(k), etc. Uncle Sam’s buddies at the IRS will demand a chunk of any withdrawal that you make. Pension payments are most likely subject to federal income tax too. If this weren’t depressing enough, your Social Security benefits may be taxed also.

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.




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.