His strong belief that the preservation of one's assets is essential to a long and healthy retirement makes his efforts in communicating his beliefs extremely valuable to those in retirement and those beginning their journey into retirement. By seeking to protect their retirement funds, especially the IRA from excessive taxation, the next step is helping protect those assets from estate taxation on the federal and state level for the benefit of the next generation. His workshop/seminar format is used to communicate his tested and tried beliefs and have been extremely successful. The topics of his workshops are:
"Protect Your Downside Loss with Upside Tutoring!"
"The Roth IRA Solution" ...plus many more
Prior to becoming a retirement planner, Mr. Barry spent his early years in advertising, television and theater creating a substantial resume plus serving in the US Army during the Cold and Vietnam wars. He is married and has two daughters and resides in Somerset County since 1987. Mr. Barry is on the Finance and Endowment committee of his church. Mr. Barry's commitment to his clients has him traveling thousands of miles each year to continue his training and education for their benefit.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation.
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This Month's Newsletter
"New Jersey Estate Tax" (The Unknown Tax)
"Nest Egg Protection"
"An Average Return Is Not Always What It Seems!"
"Fixed Index Annuity"