The 5-year Rule With Roth IRAs and Roth 401Ks | Ep #7
Bruce talks about the “5-year rule” regarding Roth IRA and Roth 401K accounts. These rules are in place to encourage investors not to withdraw from their Roth accounts before age 59 1/2. And if these rules aren’t followed, they can result in stiff tax penalties!
Convert Your IRA to a Roth IRA on a Market Dip | Ep #5
Bruce talks about converting your IRA into a Roth IRA, and why a market dip is a good time to do so. They go over requirements for these conversions, such as deadlines and how required minimum distributions, or RMD’s, come into play.
All About Inflation | Ep #3
What is causing this inflation? 1. Demand/Supply imbalance 2. More money chasing less products. (Supply chain) 3. Shortages of availability (Housing) What is Demand Destruction?
Will US Tax Rates Go Up or Down? | Ep #2
One of the most common questions Bruce Hosler and the team at Hosler Wealth Management are asked: “Will taxes go up or down?” And while we don’t have a crystal ball, there are some pretty strong indications that taxes are going to go up.
What Does Tax-Free Mean? | Ep #1
In our first episode, Bruce Hosler of Hosler Wealth Management sits down with co-host Jon Gay to explain the term “tax-free.” What does it really mean?
The Protecting And Preserving Wealth Podcast | Trailer
Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it’s all together combined in one office.
We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they’re concerned about today.
Selling your home in 2022 could be a Great Tax Move!
Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona.
How to decide if a Roth IRA conversion is right for your tax strategy
401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA.
When Should I Claim My Social Security Retirement Benefits?
The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations.
How Much of Your IRA Should You Convert to a Roth IRA?
The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA.