As many Barber Financial Group clients have come to realize, it’s critical to have a CFP® Professional and CPA working together on your financial plan. That collaboration is key so that nothing gets overlooked within your plan from a tax planning perspective. Our tax team has long been committed to forward-looking tax planning, not only during tax season, but year-round. They’re looking forward to building upon that commitment and analyzing the impact of taxes in retirement now that we’ve formed a strategic partnership with Retirement Tax Services.

In this episode of The Guided Retirement Show, Retirement Tax Services Founder and Owner Steven Jarvis shares what his company is all about, and how he’s in full agreement with our form about the importance of CFP® Professionals and CPAs collaborating to do what’s in the best interest of the clients.

 

In this podcast interview, you’ll learn:

• Why it’s crucial to create tax diversification.
• That the tax code can be a little less complicated with professional help.
• Why the SECURE Act is secure in name only.
• How to avoid “tipping the IRS.”
• Why Barber Financial Group and Retirement Tax Services are so passionate about tax planning.

 

 

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/73

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com