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.
Dean Barber and Bud Kasper discuss some of the pros and cons of converting a traditional IRA to a Roth IRA.
Dean Barber and Bud Kasper discuss asset allocation versus tax allocation and why both are critical when planning for retirement.
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.
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.
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.
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
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 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.
Our Director of Tax and CPA, Corey Hulstein, joins Dean Barber to talk about year-end tax planning strategies for 2022.