Taxes Article

Converting to a Roth IRA: What Are the Pros and Cons?

Dean Barber and Bud Kasper discuss some of the pros and cons of converting a traditional IRA to a Roth IRA.

Taxes Article

Asset Allocation Versus Tax Allocation

Dean Barber and Bud Kasper discuss asset allocation versus tax allocation and why both are critical when planning for retirement.

Retirement Article

Retiring with Debt: What’s OK?

Debt can be a complicated topic—both financially and emotionally. Should you pay it all off prior to retirement or is there some debt that’s OK to take into retirement? Is there debt that you shouldn’t even think about retiring with? Dean Barber and Bud Kasper examine retiring with debt on America’s Wealth Management Show.

The Guided Retirement Show

Investments Podcast

Roth Conversions Before and After Retirement with Will Doty

Episode 84 | Will Doty | CFP® Professional
Will Doty and Dean Barber discuss their favorite part of the tax code: Roth IRAs—specifically, Roth conversions before and after retirement.

Retirement Podcast

Understanding the SECURE Act 2.0 with Ed Slott

Episode 83 | Ed Slott, CPA | America's IRA Expert
Dean Barber and America's IRA Expert Ed Slott, CPA take a deep dive into understanding the SECURE Act 2.0 and outline what has and hasn't changed within the original SECURE Act.




Rules on Gifting Money to Family

How do wealth transfer and gifting affect your taxes? What are some strategies that you can use to transfer wealth to the next generation as tax efficiently as possible? Director of Tax Corey Hulstein answers those questions and review rules on gifting money to family on the Modern Wealth Management Educational Series.


Tax Planning for Individuals: 5 Tips to Save

Tax planning is important. There’s no disputing that. After answering the question, “What is tax planning?” on America’s Wealth Management Show, our Director of Tax Corey Hulstein, CPA discusses tax planning for individuals and five tips for saving during our Barber Financial Group Educational Series.


Year-End Tax Planning for 2022

Our Director of Tax and CPA, Corey Hulstein, joins Dean Barber to talk about year-end tax planning strategies for 2022.