Barry Group @barrygroupassoc

Tax-Free Retirement Accounts, Personal Pensions, and Generational Wealth Transfers barrygroup.net Joined September 2023

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Barry Group @barrygroupassoc

4 months ago

Leaving a job can bring many changes including decisions about what to do with your 401(k) or 403(b). These retirement accounts are valuable tools, but if left unattended they can be vulnerable to market volatility, fees, and missed growth opportunities. barrygroup.net/post/what-to-d…

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Barry Group @barrygroupassoc

4 months ago

According to the Bureau of Labor Statistics, the average American will hold 12 jobs in their lifetime, meaning they’ll face this decision multiple times. Yet, many people don’t know what their options are—or how to make the most of them. #jobchange #401k barrygroup.net/post/what-to-d…

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Barry Group @barrygroupassoc

4 months ago

According to the U.S. Census Bureau, more than 7.9 million households in America are headed by single mothers, making up about 80% of all single-parent families. #singlemoms #singlemothers #mothers #financialsecurity barrygroup.net/post/how-singl…

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Barry Group @barrygroupassoc

4 months ago

48% of business owners plan to exit their business within the next 5 years, but 75% have no formal transition or succession plan (Source: UBS Business Owner Insights Report, 2023) #businessowners #smallbusiness #retirement barrygroup.net/post/why-busin…

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Barry Group @barrygroupassoc

4 months ago

📈 Why Business Owners Need a Better Retirement Strategy According to a 2023 report from U.S. Bank, only 35% of small business owners have a retirement plan in place for themselves. #SmallBusiness #personalpension #retirement #businessowner barrygroup.net/post/how-busin…

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Barry Group @barrygroupassoc

4 months ago

📊 60% of Small Business Owners Don’t Offer Retirement Plans: According to a 2023 report by SCORE, nearly 60% of small business owners do not offer retirement plans for themselves or their employees. barrygroup.net/post/why-60-of… #employeebenefits #smallbusinessowner

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Barry Group @barrygroupassoc

4 months ago

Most people default to 529 plans, which offer tax-advantaged savings for education. But what if your child doesn’t go to college? Or gets a scholarship? Or needs the money for something else like launching a business, buying a home? barrygroup.net/post/what-weal…

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Barry Group @barrygroupassoc

4 months ago

What to Do with Your TSP at Retirement: How to Turn Your Thrift Savings Plan into Lifetime Income barrygroup.net/post/what-to-d… #TSP #pension #federalworker #governmentworker

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Barry Group @barrygroupassoc

4 months ago

Retirement planning is a critical aspect of life, especially for US veterans who have served their country and now seek financial stability in their golden years. barrygroup.net/post/maximizin… #federalemployees #retirement #TSP

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Barry Group @barrygroupassoc

4 months ago

The retirement landscape for baby boomers, born between 1946 and 1964, is undergoing significant changes. barrygroup.net/post/baby-boom… #retirement #babyboomers

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Barry Group @barrygroupassoc

4 months ago

The traditional college savings model is outdated. Relying solely on a 529 plan may expose your family to market risk, tax traps, and rigid rules. The wealthiest families don’t just save—they strategize with flexibility, protection, and tax-free growth. barrygroup.net/post/what-weal…

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Barry Group @barrygroupassoc

4 months ago

As we age, financial priorities shift—and so does the role of life insurance. Whether you're in your 60s or 70s or an adult child helping to protect your aging parents, life insurance can play a crucial role in covering final expenses...barrygroup.net/post/life-insu…

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Barry Group @barrygroupassoc

4 months ago

If You Lose Your Income, You Risk Losing Everything Your income pays for everything you love and need — your car, home, vacations, kids’ school, and even your groceries. If you lose that income, the ripple effect can be devastating. barrygroup.net/post/protect-w…

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Barry Group @barrygroupassoc

4 months ago

Over 52% of Americans Can’t Cover a $2,000 Emergency: Why Every Middle- and High-Income Earner Needs a Better Financial Foundation barrygroup.net/post/over-52-o…

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Barry Group @barrygroupassoc

4 months ago

According to Empower’s 2024 study, the average 401(k) balance for those aged 60–69 is only $182,100, yet the average retiree needs $1.1–$1.5 million to retire securely for 25+ years. barrygroup.net/post/the-hidde…

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Barry Group @barrygroupassoc

4 months ago

The Hidden Asset Class the Wealthy Don’t Talk About—But Use Extensively barrygroup.net/post/the-hidde…

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Barry Group @barrygroupassoc

4 months ago

barrygroup.net/post/the-hidde…

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Barry Group @barrygroupassoc

4 months ago

barrygroup.net/post/the-hidde…

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Barry Group @barrygroupassoc

5 months ago

As David McKnight, author of The Power of Zero, states: “Life insurance is the only vehicle that can provide tax-free growth, tax-free distribution, and tax-free transfer of wealth. Nothing else in the financial world does all three.” barrygroup.net/post/the-high-… #lifeinsurance

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Barry Group @barrygroupassoc

8 months ago

For business owners earning at least $1 million annually, an Executive Bonus Plan is a powerful way to fund a cash value policy while reducing taxable income. barrygroup.net/post/how-7-fig…