Tax Planning


A sound tax strategy has the potential to impact your ability to retire more than almost anything else. When tax advisors and investment managers work hand in hand, you can avoid unintended tax consequences and larger-than-needed tax liabilities.


We understand the impact that taxes can have on your retirement, and we are well versed in the minimization of taxes on retiree investments and their income. A CPA from Barber Financial Group will be able to assist with proactive tax planning and tax preparation for our clients.


Proactive tax planning can minimize your retirement tax liability by considering the following aspects of your financial life:



  • Taxability of Social Security benefits
  • Roth conversions
  • Net Unrealized Appreciation (NUA)
  • Sequence of distributions
  • Appropriate deductions


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Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Barber Financial Group (BFG), a Registered Investment Adviser. BFG, NPC, and Brotherhood Bank and Trust, a division of Bank of Labor are separate and unrelated companies. Products and services offered are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Brotherhood Bank and Trust, a division of Bank of Labor; and are subject to investment risks, including possible loss of principal.
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