Tag: Estate & Legacy Planning

Show NotesTranscriptView All Episodes 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. First, the 2017 Tax Cuts and Jobs Act, without any intervention fromRead more

Show NotesTranscriptView All Episodes 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? When you're looking at retirement income, you don't want that income to be taxed at the federal or state level.  Furthermore, you don't want it to count as provisional incomeRead more

The “Secure Act” has killed the “Stretch IRA”! By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA® Technically the term “Stretch IRA is a made-up term used in the financial services industry to describe the distribution benefits that used to be afforded to the beneficiaries of an inherited IRA. That ended in 2019 when Congress passed the “Secure Act”. The “SecureRead more

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). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. Contact Hosler Wealth

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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