Securing Your Estate: What To Do Now with Jon Linford – Part 2 | Ep #52
In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act.
Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1 | Ep #51
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future.
Meet Bruce Hosler: An Experience Professional in Tax-Free Retirement | Ep #50
Get insights from Bruce Hosler on interest rates, inflation, private equity, and market trends in this 2024 mid-year review podcast episode.
Meet Bruce Hosler: Guide to a Tax-Free Future | Ep #49
Get key market insights from Bruce Hosler in this 2024 mid-year review, covering inflation, interest rates, and trends shaping your financial outlook.
Moving to Tax-Free in 8 Steps | Ep #48
In this episode, Bruce discusses his article, Bruce Hosler’s article, “Moving to Tax-Free: Eight Steps You Can Take for Success.” I am joined by Alex Koury, and we walk through these crucial steps to achieve a tax-free retirement.
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 This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.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.
Stock Market History During Presidential Election Cycles | Ep #46
Show Notes Guest Profile Transcript All Podcast Episodes Stock Market History During Presidential Election Cycles Summarize with: Share: Disclosure: AI-generated summaries are provided for general informational and educational purposes only, may omit details, and do not constitute financial, tax, or legal advice. This episode of “Protecting and Preserving Wealth” discusses the stock market’s behavior during […]
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™.”