fbpx

Tag: Tax Reduction Strategies

Trailer | The Protecting And Preserving Wealth Podcast

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
Read more
3
May

Selling your home in 2022 could be a Great Tax Move!

Selling your home in 2022 could be a Great Tax Move! Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of

Read more

15
Apr

How to decide if a Roth IRA conversion is right for your tax strategy

401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA. Bruce Hosler, a retirement planning professional in Prescott Arizona, explains how to utilize a market downturn or a volatile market to consider making a Roth IRA conversion. Contact Us
Read more
3
Feb

When Should I Claim My Social Security Retirement Benefits?

When Should I Claim My Social Security Retirement Benefits? The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations. Some factors you may consider are: Your genetic history, and life expectancy, could affect your retirement planning and when you begin collecting retirement benefits. Factors related

Read more

3
Jan

How Much of Your IRA Should You Convert to a Roth IRA?

How Much of Your IRA Should You Convert to a Roth IRA? The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA. Obviously, you want to convert as much money as possible if the tax rate you will pay now is lower than what you will pay

Read more

3
Feb

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

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

Read more

3
Feb

New Tax Laws for 2020 and 2019 SECURE Act

New Tax Laws for 2020 Including the SECURE Act of 2019 Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel. The spending bill itself also changed some tax rules. Contact Hosler Wealth

Read more

Copyright ©2024, Hosler Wealth Management, LLC. All rights reserved. | Read our Privacy Policy