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Estate Planning Article

How Much Should You Have in Retirement Savings by Age?

Wanting to know how much you should have in retirement savings by age is a simple question to ask, but there are several questions that need to be asked before that to help get your unique answer. We'll take you through some of those questions and provide a hypothetical scenario of what retirement savings by age journey can look like.

Estate Planning Article

What Is the Guided Retirement System?

You’ve probably heard Dean Barber and Bud Kasper mention the Guided Retirement System several times on America’s Wealth Management. Here is their step-by-step breakdown of the Guided Retirement System to ensure people understand what it is all about.

Investments Article

5 Retirement Planning Tasks for a Better 2022

After coming off a strong year of market returns in 2021, let's look at five retirement planning tasks that can help make for an even better year in 2022.

The Guided Retirement Show

Taxes Podcast

Prepare for Tax Law Changes by Having a Tax Plan with JoAnn Huber

Episode 52 | JoAnn Huber - CPA, CFP®, PFS - Managing Partner & Tax Specialist at Barber Financial Group
We dig into the breakneck pace at which Congress is introducing new tax legislation, and how you can prepare for potential tax law changes

Taxes Podcast

Creating a Tax-Free Retirement with Ed Slott

Episode 45 - Ed Slott, CPA | America's IRA Expert at Ed Slott and Company, LLC. & Author of The New Retirement Savings Time Bomb
In this episode, Ed and I talk about why your IRA or 401(k) might be turning into a ticking time bomb of unpaid debt, how to stop your Social Security check from going entirely toward paying tax in retirement, how we may see the tax code change during President Biden’s time in office, and how to rethink your assets so you can safely take money out of your accounts and grow tax-free.

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401(k) Planning for 2022

If your 401(k) isn’t already your largest asset, there’s a good chance that it could be very soon. It’s time to do some 401(k) planning for 2022, and Drew Jones and Dean Barber are here to help. They cover everything from a new employee choosing between a Roth and traditional 401(k) to decisions to make for people who are in their mid-working years, those approaching retirement, and retirees.

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Preparing Financially for 2022

As 2021 comes to a close, Dean Barber and Bud Kasper highlight a few things to consider when preparing financially for 2022.

Video

Year-End Tax Planning for 2021

With 2022 right around the corner, now is the time to review year-end tax planning strategies for 2021. Dean Barber and JoAnn Huber share strategies to strongly consider for people who are still working, those who are four to five years from retirement, retirees, and for widows who lost their spouse within the past year.