Articles
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
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.
3
May
Selling your home in 2022 could be a Great Tax Move!
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. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of
3
Apr
Here’s What You Should Know About Bitcoin
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. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets
3
Mar
The American Jobs Plan and Proposed Tax Policy
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. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of the proposal will likely change prior to making its way to Congress and will
3
Feb
When Should I Claim My Social Security Retirement Benefits?
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. Some factors you may consider are: Your genetic history, and life expectancy, could affect your retirement planning and when you begin collecting retirement benefits. Factors related
3
Jan
How Much of Your IRA Should You Convert to a Roth IRA?
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. Obviously, you want to convert as much money as possible if the tax rate you will pay now is lower than what you will pay
3
Feb
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
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). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. Contact Hosler Wealth
3
Feb
New Tax Laws for 2020 and 2019 SECURE Act
New Tax Laws for 2020 Including the SECURE Act of 2019 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. The spending bill itself also changed some tax rules. Contact Hosler Wealth
