Tag: Retirement Planning

Bruce Hosler, Founder and Principal of Hosler Wealth Management LLC., shares with viewers how the "Secure Act" has done away with the "Stretch IRA." The "Secure Act" killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaksRead more

The “Secure Act” has killed the “Stretch IRA”! By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA® Technically the term “Stretch IRA is a made-up term used in the financial services industry to describe the distribution benefits that used to be afforded to the beneficiaries of an inherited IRA. That ended in 2019 when Congress passed the “Secure Act”. The “SecureRead more

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

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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

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To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residentsRead more