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...
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...
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...
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...
Asset-based long-term care insurance is something Bruce Hosler and the team at Hosler Wealth Management work on frequently for our clients. Traditional long-term care will require you to pay a premium until you go on claim, a...
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 the last episode, Bruce Hosler and Jag spoke about the SECURE Act, passed in 2019, and its effects on inherited and stretch IRAs. Today, we dive deeper into why traditional IRAs and 401ks are no longer good wealth transfer...
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...
The name of our podcast is "Protecting and Preserving Wealth." But what exactly are we protecting our wealth from ? Today, Bruce Hosler of Hosler Wealth Management sits down with Jon Gay to explain: Taxes Inflation Financia...
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...
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 …
Today, Bruce Hosler and Jon are talking about interest rates. They've been on the rise in 2022, but how high will they go? How high does the fed want to raise the Fed Funds Rate? How long will the fed …
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...
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 ...
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 hav...