Tax Reduction Strategies Episodes

April 5, 2023

The Roth 401(k)

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...

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Feb. 15, 2023

Your Annual Gift Tax Exclusion

The Annual Gift Tax exclusion amount is increasing from $16,000 to $17,000 in 2023. Today, Bruce and Jon explain the importance of this, and why these rules can have significant financial ramifications for years to come - n...

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Feb. 1, 2023

Arizona Tax Credits

For our listeners in Arizona, the state offers four great ways to receive tax credits on your state return. This is a tax credit, not a tax deduction , and Bruce starts today's episode by explaining the significant difference...

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Jan. 18, 2023

The 1031 Tax-Free Exchange

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...

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Nov. 16, 2022

Qualified Charitable Contributions or QCDs

For IRA owners that are charitably inclined, a Qualified Charitable Distribution, or QCD, can be an incredibly useful tool. Today, Bruce Hosler of Hosler Wealth Management explains the rules around QCD's, including who is eli...

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Oct. 19, 2022

The Inflation Reduction Act - What Does It Mean For You?

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 ...

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Aug. 17, 2022

The 5-Year Rule With Roth IRAs and Roth 401Ks

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...

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July 20, 2022

Convert Your IRA to a Roth IRA on a Market Dip

Today, Bruce Hosler of Hosler Wealth Management talks about converting your IRA into a Roth IRA, and why a market dip is a good time to do so. First, Bruce and Jon go over requirements for these conversions, such as …

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June 22, 2022

All About Inflation

In today's episode, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to talk about the one topic on everyone's mind in 2022 - INFLATION. What is causing this inflation? Demand/Supply imbalance More money chasin...

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June 8, 2022

Will US Tax Rates Go Up or Down?

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 …

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May 25, 2022

What does "Tax Free" Mean?

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 ...

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