Taxes

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Retirement Article

Kansas City Hosts Ed Slott’s Elite IRA Advisory Group℠ Workshop

Being charter members of Ed Slott’s Elite IRA Advisory Group℠ has helped connect Dean Barber and Bud Kasper with other advisors all over the country. In the coming weeks, you will hear much more from Dean and Bud on their main takeaways from Ed Slott’s Elite IRA Advisory Group℠ latest workshop, which was hosted in Kansas City. For this article, we caught up with a few other members of Ed Slott’s Elite IRA Advisory Group℠ to share what they've learned over the years about wide range of topics related to IRAs.

Investments Article

A Recent History of Bear Markets

Clarity, confidence, and control within your financial plan is of the utmost importance right now amid these turbulent times in the markets so you can accomplishment your goals in retirement. Dean Barber and Bud Kasper review a recent history of bear markets and how you can stress test your financial plan through periods like the Dot-Com Bubble and Great Recession.

Retirement Article

The Impact of SECURE Act 2.0

Dean Barber and Bud Kasper joined hundreds of other financial advisors and CPAs at Kansas City's Crown Center two weeks ago for Ed Slott's Elite IRA Advisor GroupSM workshop, where they spent a lot of time reviewing the impact of SECURE Act 2.0. Dean and Bud share some of the biggest takeaways of the SECURE Act's proposed regulations and how they could impact you.

The Guided Retirement Show

Taxes Podcast

Ed Slott In-Studio!

Episode 67 | Ed Slott, CPA | America's IRA Expert
In this conversation, Ed and I discuss why retirees often get such bad guidance, the new time bombs ticking in the world of retirement (and how best to avoid them), and why now may very well prove to be the best time in your life to pay taxes for years (or decades) to come.

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

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IRA Planning for 2022

After reviewing 401(k) planning for 2022 in January, we’re slightly shifting gears here for this Barber Financial Group Educational Series event to discuss IRA planning for 2022. While a 401(k) is often people’s largest asset, IRAs are oftentimes their second largest asset. Chris Rett recently joined Dean Barber to break down IRA planning for people at various stages of their lives.

Video

10 Financial Spring Cleaning Tips

While it's February and has been cold, it’s time to talk about spring cleaning your finances. As you begin to gather all the necessary information to file your tax return, Dean Barber and Drew Jones are excited to give a few extra tips about things to look for to keep your finances in order.

Video

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.