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.

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 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.