The 1031 Tax-Free Exchange | Ep #16
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.
Qualified Charitable Distributions or QCDs | Ep #13
For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool.
The Inflation Reduction Act – What Does It Mean For You? | Ep #11
In September, the government passed the “Inflation Reduction Act.” Today Bruce breaks down the key pieces of the legislation and how it can affect you going forward. He breaks it down into 9 key areas:
IRA & 401K accounts are no longer good wealth transfer tools | Ep #10
Bruce dives deeper into why traditional IRAs and 401ks are no longer good wealth transfer tools. Ideally, you want to minimize both your tax burden and the burden of your heirs. And with these new rules, traditional retirement accounts just won’t cut it.
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!
Convert Your IRA to a Roth IRA on a Market Dip | Ep #5
Bruce talks about converting your IRA into a Roth IRA, and why a market dip is a good time to do so. They go over requirements for these conversions, such as deadlines and how required minimum distributions, or RMD’s, come into play.
All About Inflation | Ep #3
What is causing this inflation? 1. Demand/Supply imbalance 2. More money chasing less products. (Supply chain) 3. Shortages of availability (Housing) What is Demand Destruction?
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.