Leaving an Inheritance to Your Kids | Ep #23

Leaving an inheritance to your kids handing off the torch

Deciding what to leave to your children – and how to do it – is a challenging topic to bring up. But it’s crucially important to take care of this now while you are still able.

What We Mean When We Talk About a Tax-Free Retirement

Tax Free Retirement

We’re passionate about building a tax-free future for our clients.

Yes, tax free.

Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen?

The Roth 401(k) | Ep #21

The Roth 401(k) one road clogged and the tax-free road clear

You may be familiar with a traditional 401(k) retirement plan, but today Bruce will explain how a Roth 401(k) works, how it’s different, and the benefits associated with it.

What is the Roth IRA 5-Year Rule?

Learn more about the Roth IRA 5 year rule.

We’re big fans of the Roth IRA at Hosler Wealth Management. It’s one of the key vehicles we use to help our clients build a tax-free retirement.

The 1031 Tax-Free Exchange | Ep #16

The 1031 Tax-Free Exchange showing 2 commercial buildings

A 1031 exchange refers to the section of the internal revenue code section that allows property owners to take the proceeds of a sale of real estate and reinvest those same proceeds into another property without recognizing a capital gain and without having to pay the taxes on the same. Instead, they get to defer the gains and add them to the new property.

Controlling the Controllables | Ep #14

Controlling The Controllables pilots flying a plane in bad weather

Often when circumstances are beyond our control, we feel helpless and stressed. And while some of the larger issues above are beyond our influence, we can do some things with our money that can help take back some semblance of control. Bruce Hosler of Hosler Wealth Management walks us through that in today’s podcast.