Mar 28, 2024
It’s one thing to know what age you want to retire, but it’s another to know you can get to and through retirement without too much financial stress. How much do you need to live your desired lifestyle in retirement? That answer is different for everyone. Let’s review a few steps to help you make sure your...
Mar 25, 2024
Dean Barber and Chris Rett take a look at some Roth Conversion questions we scrounged up from the internet. What are people asking? And more importantly, what kind of answers are they getting from their online peers?
Roth Conversion Case Studies: https://bit.ly/3IJzOFR
Become a Rothaholic: https://bit.ly/3vc7JDZ
What is...
Mar 21, 2024
Choosing a financial advisor to work with isn’t a decision that should be taken lightly. If you’re looking for a financial advisor (or changing financial advisors), what skills should you expect from that person?
Retirement Plan Checklist: https://bit.ly/4cpt7WL
Financial Planning Tool: https://bit.ly/4a3Wrkc
Meet...
Mar 18, 2024
On an April 2023 episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® discussed how inflation was finally cooling after reaching a 41-year high in 2022. That continued to be the case for most of the rest of 2023. After year-over-year inflation hit 9.1% in June 2022, it fell to 3.1% by...
Mar 14, 2024
Rollovers to and from IRAs are a valuable financial planning strategy in different situations. From Roth conversions to spousal rollovers, there is a multitude of rules that should be followed in each scenario. It’s important to make sure you avoid certain mistakes when you want to execute a rollover.
IRA Help...