2024 Mid-Year Review Part 2 | Ep #50
In this episode of “Protecting and Preserving Wealth,” we continue our discussion from our previous episode, starting with interest rates and the Federal Reserve’s actions. Bruce notes that the 10-year treasury rate has risen to 4.44%, highlighting the market’s control over this rate rather than the Federal Reserve.
2024 Mid-Year Review Part 1 | Ep #49
we take a midyear look at the financial markets for 2024, focusing on key metrics and trends influencing our investments and financial decisions. As of our recording date of July 2nd, the S&P 500 has impressively risen over 15%, currently standing at 5,495.
Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!
Hello, my name is Bruce Hosler, and I am the author of the book MOVING TO TAX-FREE. I am writing this article to help you begin taking steps to make your move to a tax-free retirement. Sometimes it can be hard to get started moving in a completely different direction.
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 This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.
The Roth IRA is no longer the ideal wealth transfer vehicle
The 2019 Secure Act killed the stretch IRA and more importantly the Roth Stretch IRA. Prior to January 1st, 2020, you were able to leave your Roth IRA to your non-spouse beneficiaries (your children), and they had the ability to inherit your Roth IRA account and stretch the tax-free required minimum distributions (RMDs) over the remainder of their entire lives.
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.”
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™.”
2024 Election Year Market Outlook | Ep #39
Bruce Hosler and Alex Koury discuss about the market outlook for 2024. We’re now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance.
2024 Interest Rate Outlook | Ep #38
Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy.