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.
A Guide to Prescott AZ Community Property Attorneys | Ep #20
Learn how prescott arizona community property attorneys help you avoid common estate planning mistakes and protect your assets during major life changes.
What is Hosler Wealth Management LLC? Our Approach | Ep #19
Learn how to sidestep common estate planning mistakes with tips from hosler wealth management llc. Visit hoslerwm.com for practical guidance.
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.
Avoiding IRA Beneficiary Mistakes with the new IRA RMD Regulations
The IRS released 275 pages of changes in RMD (Required Minimum Distributions) in February of 2022. These are proposed regulations, but it is expected that most of them will be approved and become final regulations.
Controlling the Controllables | Ep #14
Often when circumstances are beyond our control, we feel helpless and stressed. And while some of the larger issues above are beyond our influence, we can do some things with our money that can help take back some semblance of control. Bruce Hosler of Hosler Wealth Management walks us through that in today’s podcast.
Qualified Charitable Distributions or QCDs | Ep #13
For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool.
How to Choose Asset Based Long Term Care Companies | Ep #12
Learn how asset based long term care companies offer stable, flexible coverage to protect your savings from rising care costs and unpredictable premiums.
The Inflation Reduction Act – What Does It Mean For You? | Ep #11
In September, the government passed the “Inflation Reduction Act.” Today Bruce breaks down the key pieces of the legislation and how it can affect you going forward. He breaks it down into 9 key areas: