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.
Here’s What You Should Know About Bitcoin
We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. Learn more about Bitcoin today!
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.
3 Worst Investment Mistakes
Are you hard-wired with behavioral bias when investing? Bruce Hosler shares three of the worst behavioral mistakes investors make. Learn how mindset and emotional behavior have a massive impact on your financial outcome with these investing tips from our Arizona-based financial advisor.
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.
Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”
The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaks to us regarding the five special exceptions to the new “10-year rule” of the “Secure Act” and the importance of strategic beneficiary planning.
The “Secure Act” demands new beneficiary planning for your IRA and Roth IRA!
The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. The “Stretch IRA” allowed the beneficiary to only take a small RMD (Required Minimum Distribution) amount every year.
Elite Advisor Interview With Bruce Hosler
Robert Neiderman of Elite Advisor Program interviews Bruce Hosler about what made him want to become a wealth manager. Learn more about Bruce’s humble beginnings and what drives him to serve his current client’s best interest.
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA).
New Tax Laws for 2020 and 2019 SECURE Act
Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.