Events from March 18 – June 26 – Barwick Consulting Services, Inc.

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There are no upcoming events.

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Latest Past Events

June 26 @ 6:30 pm

Social Security, Retirement & Tax Planning

St. Louis Community College - South County 4115 Meramec Bottom Rd, St. Louis

June 24 @ 6:30 pm

Social Security, Retirement & Tax Planning

St. Louis Community College - South County 4115 Meramec Bottom Rd, St. Louis

May 28 @ 6:00 pm

Social Security, Retirement & Tax Planning

Arnold Recreation Center 1695 Missouri State Rd, Arnold

Pro Rata, Not “Double Tax”June 30, 2025
By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and… Read more: Pro Rata, Not “Double Tax”
Weekly Market CommentaryJune 29, 2025
The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week… Read more: Weekly Market Commentary
The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report MailbagJune 26, 2025
By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for… Read more: The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
3 Retirement Mistakes That Can Still Be Fixed in 2025June 26, 2025
Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble… Read more: 3 Retirement Mistakes That Can Still Be Fixed in 2025