You may be familiar with a traditional 401(k) retirement plan, but today Bruce Hosler of Hosler Wealth Management will explain how a Roth 401(k) works, how it's different, and the benefits associated with it. In a traditional...
Today, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We'd like to help you avoid them. How do you know if you need …
Einstein said, "The definition of Insanity is doing the same thing over & over and expecting a different result." We've seen some historic shifts in the markets in 2022. So why would you employ the same strategies you've b...
There are so many uncertainties in today's world - everything from war, to the remnants of a pandemic, to the political turmoil we currently see in our country. And economically, we've seen supply chain and worker shortages...
In September, the government passed the "Inflation Reduction Act." Today Bruce Hosler of Hosler Wealth Management breaks down the key pieces of the legislation and how it can affect you going forward. We break it down into ...
In 2019, the US Government passed the SECURE Act, and one of the most significant ramifications was on what's known as the stretch IRA. Many people who inherit an IRA, now have a ten-year window to withdraw those funds. Previ...
Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to talk 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...
Today's topic is demand destruction. Essentially, it's when the government tries to slow demand to curb inflation. Bruce Hosler walks us through what that means. All information is accurate as of our recording date, June 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 …
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? When you're looking at retirement income, you don't want that income to ...