Tag: Estate Planning

#53 | The Updated 10-Year IRA Rule for Beneficiaries

By Comments are Off Moving To Tax-Free, Investment Management, Retirement Planning, Tax Reduction Strategies, Estate Planning

Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we delve into the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth. However, with the

Trailer | The Protecting And Preserving Wealth Podcast

By Comments are Off Estate Planning, Tax Reduction Strategies, Retirement Planning, Investment Management, Wealth Management, Insurance Planning, Business Owner Exit-Planning Strategies

Show NotesTranscriptView All Episodes 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

Email Address*
First Name*
First
Last Name*
Last
Phone
Consent*
I consent to receive information from Hosler Wealth Management about tax, financial, and investment topics. You can opt out at any time through the unsubscribe link. Privacy Policy.
- I agree to these terms.
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

Subscribe to Our Weekly Insights Newsletter

Contact Us

Prescott Office
928.778.7666
700 S. Montezuma St.,
Prescott, AZ 86303

Scottsdale Office
480.994.7342
7400 E. Pinnacle Peak Rd. Suite #100
Scottsdale, Arizona 85255

Hours
Monday – Friday 9:00 AM-5:00 PM
Saturday – Closed
Sunday – Closed

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 residents in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation and accounting services offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Form CRS: Client Relationship Summary

Learn how being purposefully strategic in your planning can help you avoid paying higher taxes.

Name*
First Last
Email*
Consent*
I consent to receive information from Hosler Wealth Management about tax, financial, and investment topics. You can opt out at any time through the unsubscribe link. Privacy Policy.
- I agree to these terms.
Name
This field is for validation purposes and should be left unchanged.

Learn what the two most powerful vehicles we have in reducing taxation.

Name*
First Last
Email*
Consent*
I consent to receive information from Hosler Wealth Management about tax, financial, and investment topics. You can opt out at any time through the unsubscribe link. Privacy Policy.
- I agree to these terms.
Phone
This field is for validation purposes and should be left unchanged.

Download our free ebook and learn the six steps you can take to become more confident about your retirement.

Name*
First Last
Email*
Consent*
I consent to receive information from Hosler Wealth Management about tax, financial, and investment topics. You can opt out at any time through the unsubscribe link. Privacy Policy.
- I agree to these terms.
Name
This field is for validation purposes and should be left unchanged.

Tag: Estate Planning

#53 | The Updated 10-Year IRA Rule for Beneficiaries

Trailer | The Protecting And Preserving Wealth Podcast

Be The First To Know About New Podcast Episodes!