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#57 | IRA Changes with SECURE Act 2.0

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations. Bruce Hosler and Alex Koury from Hosler Wealth Management explain the complexities and implications of these new regulations. The conversation begins with Bruce explaining the updated
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#56 | Donor-Advised Funds 2024

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, Jason and I discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about. I explain that a donor-advised fund allows individuals to donate
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#55 | 2025 Medicare Changes

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the upcoming changes to Medicare for 2025, focusing on critical issues that affect both current Medicare recipients and those who have yet to claim it. Bruce Hosler and Alex Koury from Hosler Wealth Management discuss Medicare enrollment, premium penalties, and significant updates in the next
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HWM Prescott Annual Christmas Party 2024

Date: Wednesday December 4th @ 5:00-8:00 pm., The Club at Prescott Lakes – RSVP from email invite.

HWM Scottsdale Annual Christmas Party 2024

Date: Thursday, December 5th @ 5:00-8:00 pm., Pinnacle Peak Country Club – RSVP from email invite.

#54 | Your Kids Can’t Convert Your IRA to a Roth

Show NotesGuest ProfileTranscriptView All Episodes It’s true, and in this episode of Protecting and Preserving Wealth, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.  We discuss the importance of making this conversion while you're alive because your children cannot convert an inherited IRA to a Roth
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5
Oct

Financial Market Quarterly Commentary | September 2024

Market Update—Quarter Ending September 30, 2024 Presented by Bruce Hosler — Quick Hits 1. Stocks Rally in September to Cap Off Strong Third Quarter Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. 2. Strong Quarter for Bonds September capped off a strong quarter for bond investors. 3. Federal Reserve Cuts Interest Rates The

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#53 | The Updated 10-Year IRA Rule for Beneficiaries

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we delve into the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth. However, with the
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#52 | Securing Your Estate: What To Do Now with Jon Linford – Part 2

Show NotesGuest ProfileTranscriptView All Episodes In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act. The primary focus is on the significant changes to the estate tax exemption that will occur when the current law sunsets, reducing the exemption from $13.6 million per
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#51 | Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1

Show NotesGuest ProfileTranscriptView All Episodes In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future. Jon, who has been practicing law since 2011, transitioned from civil
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