Tax Reduction Strategies
Tax strategies to protect your retirement.
In this webinar, Dean Barber and JoAnn Huber, CPA, CFP®, and Partner at Barber Financial Group, discuss tax reduction strategies and forward-looking tax planning. During this on-demand webinar, Dean and JoAnn cover the differences in Traditional and Roth accounts, charitable donations, the SECURE Act, Roth Conversions, and more tax reduction strategies. This webinar is designed to give you a better understanding of how taxes are different in retirement and how you might avoid some common pitfalls.
Items Mentioned in this Webinar:
- Podcast: IRAs vs Roth IRAs Pt. 1
- Podcast: IRAs vs Roth IRAs Pt. 2
- Podcast: What Retirees Need to Know About Roth Conversions
- The Secure Act & Your Retirement
If you would like to discuss a multi-year tax plan with our CPAs and financial planners, we can help. To get a complimentary consultation, give us a call at 913-393-1000 or fill out the form below.
Schedule Complimentary Consultation
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Then it’s just two simple steps to schedule a time for your Complimentary Consultation.
Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.
The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.