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 This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.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.

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.

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.”

MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43

In this episode of “Protecting and Preserving Wealth,” we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.”

Important Considerations for Leaving Your Kids an Inheritance

Deciding what to leave to your children – and how to do it – is a challenging topic. But it’s crucially important to explore your options and determine a path that fits with your goals and legacy desires.

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning

Upon your passing, your estate could end up in probate if you don’t plan properly. All of your affairs will become public record, paperwork can be delayed, and there will, of course, be attorneys’ fees.

What Did You Learn About Money Growing Up? | Ep #33

Bruce discusses the importance of early financial lessons and their lasting impact. Bruce begins client relationships by asking them about their childhood money experiences, highlighting how these early lessons shape our financial behaviors.

Having a Will is Not a Complete Estate Plan | Ep #32

Bruce Hosler and Jon dive into the crucial topic of why having a will is only a partial estate plan – exploring the significance of beneficiary forms and their power in estate planning.