Tag: Estate & Legacy Planning
#57 | IRA Changes with SECURE Act 2.0
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations. Bruce Hosler and Alex Koury from Hosler Wealth Management explain the complexities and implications of these new regulations. The conversation begins with Bruce explaining the updatedRead more
#54 | Your Kids Can’t Convert Your IRA to a Roth
Show NotesGuest ProfileTranscriptView All Episodes It’s true, and in this episode of Protecting and Preserving Wealth, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children. We discuss the importance of making this conversion while you're alive because your children cannot convert an inherited IRA to a RothRead more
#52 | Securing Your Estate: What To Do Now with Jon Linford – Part 2
Show NotesGuest ProfileTranscriptView All Episodes 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. The primary focus is on the significant changes to the estate tax exemption that will occur when the current law sunsets, reducing the exemption from $13.6 million perRead more
#51 | Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1
Show NotesGuest ProfileTranscriptView All Episodes 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. Jon, who has been practicing law since 2011, transitioned from civilRead more
Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!
To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residentsRead more
#47 | The Roth IRA is no longer the ideal wealth transfer vehicle
Show NotesGuest ProfileTranscriptView All Episodes In this episode of 'Protecting and Preserving Wealth,' we delve into 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 benefitRead more
The Roth IRA is no longer the ideal wealth transfer vehicle
To enlarge/shrink flipbook for viewing - click the button above. To Print or Download a PDF version - click the elipsis Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residentsRead more
#45 | Protecting & Preserving Wealth Explained
Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," Jason Hosler and I discuss the firm's commitment to protecting their clients' financial futures. I begin by underlining the company's longstanding dedication to protecting and maintaining money during global volatility, something many overlook. Delving into my new book, "Moving to Tax-Free," I underscore the practicality of taxRead more
#44 | BONUS – David McKnight on The Power Of Zero in 2024
Show NotesGuest ProfileTranscriptView All Episodes Bruce Hosler 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." McKnight highlights the dramatic increase in national debt from $5 trillion in 1999 to an expected $54 trillion by 2033.Read more
#43 | MOVING TO TAX-FREE™ Bruce’s New Book
Show NotesGuest ProfileTranscriptView All Episodes 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™.” Alongside Jason Hosler and host Jon Jag Gay, we discuss the critical nature of planning for a tax-free retirement, emphasizing the importanceRead more
