Secure Act 2.0 Mandates Roth Catch-up Contributions in 2024 | Ep #25
Congress has passed the SECURE Act 2.0. Among the many retirement plan changes are new catch-up contribution requirements. Alex Koury from Hosler Wealth Management joins Bruce today to explain.
Avoiding Probate Problems | Ep #24
Upon your passing, your estate could end up in probate. All your affairs will become public record, there can be delays on the paperwork, and there will, of course, be attorneys’ fees. Jason Hosler rejoins us today to talk about avoiding probate.
Leaving an Inheritance to Your Kids | Ep #23
Deciding what to leave to your children – and how to do it – is a challenging topic to bring up. But it’s crucially important to take care of this now while you are still able.
Income Taxes in 2023 | Ep #22
Bruce’s goal is always to move clients to “tax-free” vehicles, meaning repositioning or converting taxable and tax-deferred assets to tax-free vehicles like Roth IRA and 401(k) plans, life insurance retirement plans, and more.
The Roth 401(k) | Ep #21
You may be familiar with a traditional 401(k) retirement plan, but today Bruce will explain how a Roth 401(k) works, how it’s different, and the benefits associated with it.
Avoiding Estate Planning Mistakes, Part 2 | Ep #20
Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes.
Avoiding Estate Planning Mistakes, Part 1 | Ep #19
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.
Your Annual Gift Tax Exclusion | Ep #18
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.
Arizona Tax Credits | Ep #17
Show Notes Transcript All Podcast Episodes For our listeners in Arizona, the state offers four great ways to receive tax credits on your state return. This is a tax credit, not a tax deduction, and Bruce starts today’s episode by explaining the significant difference between the two. We then break down each of the four possible credits: Private […]
The 1031 Tax-Free Exchange | Ep #16
A 1031 exchange refers to the section of the internal revenue code section that allows property owners to take the proceeds of a sale of real estate and reinvest those same proceeds into another property without recognizing a capital gain and without having to pay the taxes on the same. Instead, they get to defer the gains and add them to the new property.