This is the time of year where a lot of people are making or at least thinking about new year’s resolutions. Having a forward-looking approach is also key with retirement planning, but we don’t just have our eyes set on 2024. We’re also looking ahead even further to 2025, 2026, and beyond. Make sure to take note of these five long-term strategies for a better retirement from Dean Barber and Bud Kasper, CFP®, AIF®.

Retirement Plan Checklist: https://bit.ly/3GuwtZQ

Tax Reduction Strategies: https://bit.ly/3GwTCuJ

Become a Rothaholic: https://bit.ly/3uPpIQ0

Financial Planning Tool: https://bit.ly/47LL6UJ

Meet with Us: https://bit.ly/3TdQdZj

Roth vs. Traditional with Bud Kasper and Corey Hulstein: https://youtu.be/ASEEO30DZfI?si=LcuET39wALJ05iqQ 

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo 

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc 

2023 Year-End Tax Planning: https://youtu.be/MEm7iB6HDa8 

4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q 

Roth Conversion Decisions for 2023: https://youtu.be/Ce8ZA-rbSbc 

Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg