What is the Roth IRA 5-Year Rule?
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.
What Does the Silicon Valley Bank Collapse Mean?
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.”
Selling your home in 2022 could be a Great Tax Move!
Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona.
Here’s What You Should Know About Bitcoin
We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. Learn more about Bitcoin today!
The American Jobs Plan and Proposed Tax Policy
On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure.
When Should I Claim My Social Security Retirement Benefits?
The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations.
How Much of Your IRA Should You Convert to a Roth IRA?
The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA.
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA).
New Tax Laws for 2020 and 2019 SECURE Act
Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.