Advanced Retirement Tax Training at National Semiannual Conference Hosted by America’s IRA Experts in Las Vegas

“As an IRA Master Elite IRA Advisor, I can tell you, we spent an entire session on Roth conversions alone and identified fifty distinct planning considerations, several of which shifted because of the new legislation. We also got a complete briefing on the new Trump Accounts taking effect in July. These are conversations every retirement saver should be having with their advisor right now – I know we are having them with our clients.” Bruce Hosler

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.