Switching Social Security Benefits | Ep #31

Bruce and Jason Hosler discuss various aspects of Social Security benefits and switching strategies. They start by explaining the concept of switching benefits, which allows individuals to switch to a new benefit when they become entitled, especially if it is higher than their current benefit.

What Are Qualified Charitable Distributions?

Charitable giving is a popular tax-saving tactic we explore when evaluating ways to limit our clients’ tax liabilities in retirement.

What Happens To My Trust When I Die? | Ep #27

Many of our listeners have established a trust for their assets upon passing. And while nobody wants to think about their mortality, today I explain what happens to that trust when you pass.

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.

What We Mean When We Talk About a Tax-Free Retirement

We’re passionate about building a tax-free future for our clients.

Yes, tax free.

Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen?

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.

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.

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.