Taxes

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Estate Planning Article

20 Things to Do Before You Retire in the 2020s

Well, here we are approaching the close of another decade. As many often do near the end of a milestone, we’re doing a countdown. However, this countdown isn’t looking back over the past decade, but rather forward toward the decade on the horizon. New decades often mean new goals, and for many, it’s likely the ultimate goal during our working years, retirement. 

Taxes Article

Charitable Giving in Retirement

As the end of the year approaches, many individuals make charitable donations to the charitable organizations they care about. Most charitable giving is for reasons other than the tax benefit. However, tax benefits are an important consideration that can help offset the cost of the donation.

Retirement Article

2019 Year-End Tax Planning for Retirees

Year-end tax planning is the perfect opportunity to review your tax situation for the year. This task allows you to identify opportunities that may be available to you to lower taxes over your lifetime. Many people take the short-term perspective, thinking they want to pay the least amount of tax possible this year. They fail to consider the long-term perspective of taxes. This short-term perspective may cause them to pay more taxes over their lifetime. There are steps that you should take now to ensure you do not miss out on any year-end tax planning opportunities

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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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.

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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. 

Video

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.