Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!
Hello, my name is Bruce Hosler, and I am the author of the book MOVING TO TAX-FREE. I am writing this article to help you begin taking steps to make your move to a tax-free retirement. Sometimes it can be hard to get started moving in a completely different direction.
The Roth IRA is no longer the ideal wealth transfer vehicle | Ep #47
Bruce and Jason Hosler the significant changes to the Roth Stretch IRA, resulting from the SECURE Act, that came into effect on January 1, 2020. This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.
The Roth IRA is no longer the ideal wealth transfer vehicle
The 2019 Secure Act killed the stretch IRA and more importantly the Roth Stretch IRA. Prior to January 1st, 2020, you were able to leave your Roth IRA to your non-spouse beneficiaries (your children), and they had the ability to inherit your Roth IRA account and stretch the tax-free required minimum distributions (RMDs) over the remainder of their entire lives.
Stock Market History During Presidential Election Cycles | Ep #46
Show Notes Guest Profile Transcript All Podcast Episodes This episode of “Protecting and Preserving Wealth” discusses the stock market’s behavior during the presidential election years and its implications for investors. As the November 5th, 2024, presidential election approaches, many investors are concerned about market performance under different administrations and the potential for a market crash […]
Protecting & Preserving Wealth Explained | Ep #45
Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
Fox Business Full Interview – Bruce Hosler
Bruce Hosler, a financial advisor, and author, shares his journey from a tax accountant to a financial advisor, emphasizing the importance of planning for future tax implications in investments and retirement. Bruce is the author of “Moving to Tax-Free.”
BONUS – David McKnight on The Power Of Zero in 2024 | Ep #44
Bruce welcomes a special guest for today’s episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of “The Power of Zero.”
Financial Market Quarterly Commentary | March 2024
It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive 10.56 percent in the first quarter. The Dow Jones Industrial Average was up 2.21 percent during the month and 6.14 percent for the quarter.
FOX BUSINESS NETWORK INTERVIEW – Bruce Hosler
Founder and principal of Hosler Wealth Management, Bruce Hosler’s new book “Moving to Tax-Free: Strategies for Creating Tax-Free Retirement Income, and Tax-Free Lifetime Legacy Income for Your Children” is out and considered one of the best books to read during financial literacy month.
Forbes Best-In-State Wealth Advisor List In Arizona for 2024 – Bruce Hosler
“I am profoundly grateful for this recognition. Serving our dear clients and their families is an honor and privilege! Your trust and loyalty are indispensable to our success, and we’re committed to helping protect and preserve your wealth.”
– Bruce Hosler