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!
Demand Destruction and the Coming Recession | Ep #6
Demand destruction, wssentially, it’s when the government tries to slow demand to curb inflation. Bruce Hosler walks us through what means. All information is accurate as of our recording date, June 23, 2022.
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.
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.
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).
How to Plan a Better Retirement – Six Steps to Create a More Confident Future
The concept of retirement is changing, but one thing isn’t: the need to plan. With life expectancy on the rise and interest rates near generational lows, it’s critical that you make sure your money will be there when you need it.