MOVING TO TAX-FREE™ Bruce’s New Book | Ep #43
In this episode of “Protecting and Preserving Wealth,” we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.”
The US Debt Clock – And What It Can Tell You | Ep #37
Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including our ever-increasing national debt. As of this podcast, the U.S. national debt is at about $33.7 trillion, a steep increase from $27 trillion just three years ago.
Should I Take the Standard Tax Deduction or Itemize?
It’s a question many taxpayers ask themselves each year: Should I itemize my deductions, or should I take the standard? Of course, every situation is different, but we can provide guidance on the factors that contribute to this decision.
Explaining 5 Major Benefits of the Roth 401(k)
Most people are familiar with the traditional 401(k) retirement account. It has become the de facto retirement-saving vehicle for millions of Americans.
529 Plan Update for 2023 | Ep #29
Bruce and Jon dive into a comprehensive discussion about the intricacies and nuances of 529 plans. These plans, designed to aid in saving for educational expenses, offer a range of benefits that extend beyond traditional college savings.
Stop Contributing to IRAs and 401Ks | Ep #28
Bruce and Jon discuss a counterintuitive approach: discontinuing contributions to traditional IRAs and 401ks. Drawing insights from IRA distribution expert Ed Slott, I challenge established retirement planning conventions. Slott is a recognized authority in IRA planning, is a professional speaker, best-selling author, and well-regarded by The Wall Street Journal and USA Today.
Should I Take the Standard Deduction or Itemize? | Ep #26
It’s a question many taxpayers ask themselves each year. Should I itemize my deductions, or should I take the standard? Of course, every situation is different. But today, I break down some factors that can affect this decision.
How Property Owners Can Limit Taxes with a 1031 Exchange
Our team at Hosler Wealth Management focuses on limiting the amount of taxes our clients pay as they approach and enter retirement. One tax-saving tool is the 1031 exchange. Let’s look closer at what it is and how it can help you limit your tax liability.
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?
Income Taxes in 2023 | Ep #22
Bruce’s goal is always to move clients to “tax-free” vehicles, meaning repositioning or converting taxable and tax-deferred assets to tax-free vehicles like Roth IRA and 401(k) plans, life insurance retirement plans, and more.