Mitigating Taxes In a Concentrated Stock Position | Ep #60
We dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk.
What To Expect From Trump’s Second Term – Part 2 | Ep #59
In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.
Your Kids Can’t Convert Your IRA to a Roth | Ep #54
In this episode, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.
The Updated 10-Year IRA Rule for Beneficiaries | Ep #53
Bruce and Alex Koury discuss the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth.
Securing Your Estate: What To Do Now with Jon Linford – Part 2 | Ep #52
In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act.
Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1 | Ep #51
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future.
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.
The Roth IRA is no longer the ideal wealth transfer vehicle | Ep #47
Bruce and Jason Hosler the significant changes to the Roth Stretch IRA, resulting from the SECURE Act, that came into effect on January 1, 2020. This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.
Protecting & Preserving Wealth Explained | Ep #45
Bruce and Jason Hosler discuss the firm’s commitment to protecting their clients’ financial futures. Bruce begins by underlining the company’s longstanding dedication to protecting and maintaining money during global volatility, something many overlook.
BONUS – David McKnight on The Power Of Zero in 2024 | Ep #44
Bruce welcomes a special guest for today’s episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of “The Power of Zero.”