Bruce Hosler
9
May
What We Mean When We Talk About a Tax-Free Retirement
What We Mean When We Talk About a Tax-Free Retirement At Hosler Wealth Management, we’re passionate about building a tax-free future for our clients. Yes, tax free. Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen? How We
#22 | Income Taxes in 2023
Show NotesTranscriptView All Episodes As a tax accountant, Bruce Hosler is certainly in his busy season, as he and his team of tax professionals, CPAs, and Enrolled agents are hard at work on the tax returns of Hosler Wealth Management's clients. Bruce's goal is always to move clients to "tax-free" vehicles, meaning repositioning or converting taxable and tax-deferred assets toRead more
Forbes Best-In-State Wealth Advisor List In Arizona for 2023 – Bruce Hosler
6th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2023 in Arizona. As the founder of Hosler Wealth Management and with over 26 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is
7
Apr
Financial Market Quarterly Commentary | April 2023
Market Update— Quarter Ending March 31, 2023 Presented by Bruce Hosler — Quick Hits Markets Rebound in March Strong March for Fixed Income Bank Stress Worries Markets Economic Updates Are Positive Risks Are Worth Monitoring Outlook Is Still Promising Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into
#21 | The Roth 401(k)
Show NotesTranscriptView All Episodes You may be familiar with a traditional 401(k) retirement plan, but today Bruce Hosler of Hosler Wealth Management will explain how a Roth 401(k) works, how it's different, and the benefits associated with it. In a traditional 401(k), the contributed funds are tax-deferred. Participants don't pay taxes on the way in; that money doesn't count towardRead more
3
Apr
What is the Roth IRA 5-Year Rule?
What Is the Roth IRA 5-Year Rule & How Does It Affect My Retirement Planning? We’re big fans of the Roth IRA at Hosler Wealth Management. It’s one of the key vehicles we use to help our clients build a tax-free retirement. The Roth IRA is an amazing tool, but much like other retirement vehicles, it’s not without certain regulations
#20 | Avoiding Estate Planning Mistakes, Part 2
Show NotesTranscriptView All Episodes Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes. They include: Failing to establish an estate plan. Failing to fund your trust. Failing to update beneficiary designations after life changes. Failing to plan for estate taxes, gift taxes, and a taxable estate. Annual gift taxRead more
17
Mar
What Does the Silicon Valley Bank Collapse Mean?
What Does the Silicon Valley Bank Collapse Mean for Investors? Presented by Bruce Hosler Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing.
#19 | Avoiding Estate Planning Mistakes, Part 1
Show NotesTranscriptView All Episodes Today, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We'd like to help you avoid them. How do you know if you need a Trust or a Will? Who should have a Trust, and what are the benefits ofRead more
#18 | Your Annual Gift Tax Exclusion
Show NotesTranscriptView All Episodes The Annual Gift Tax exclusion amount is increasing from $16,000 to $17,000 in 2023. Today, Bruce and Jon explain the importance of this, and why these rules can have significant financial ramifications for years to come - not just for you, but for your heirs as well. If you exceed the annual gift tax amount,Read more
