Retirement Article

Could You Be Audited This Year?

There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail? Notice of an IRS audit. Here’s the good news – the IRS audits less than 1% of all tax returns[1] and that number has actually dropped due to years of repeated budget cuts. Despite the fact that there are less IRS agents employed to conduct these audits, they still have to keep the dollars coming in.

Retirement Article

How Do I Pay Less Taxes?

Everyone in America who pays taxes feels like they have paid their fair share, and in some cases, far more than their fair share. This causes people to be very shortsighted when it comes to reducing your tax bill.

Investments Article

How Do My Investments Affect My Taxes?

The relationship between investments and taxes is perhaps one of the most overlooked areas of retirement planning. Decisions that are made on the investment side of your retirement plan will most likely have some type of impact on your tax return. Typically an investor will have three different tax buckets that they can...



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. 


Retirement Plan Checklist

Dean Barber discusses some of the questions from our Retirement Plan Checklist report. 


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.