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Moving to Tax-Free: Strategies for Creating Tax-Free Retirement Income, and Tax-Free Lifetime Legacy Income for Your Children
Win a free kindle copy of this book!
1 day and 19:19:54
100 copies available
U.S. only
Learn how to reposition your assets so you can make the move to a tax-free retirement.When planning for retirement, some of the first big questions are “Have I saved enough to retire?” or “Will I be able to leave a legacy for my family? Are my spouse and I going to be OK through our lifetime?” But those planning for retirement may be missing a foundational question to retirement financial planning success—will I be paying higher tax rates on my future retirement plan distributions from my 401K and IRA?The question isn’t “if” we will face higher future tax rates but “when”? It is almost inevitable that tax rates will be higher in the future. Understanding that tax rates will likely be much higher in the future can help you dramatically improve your chances of success in retirement.Wealth advisor Bruce Hosler, EA, CFP®, brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime. Using advanced intentional tax strategies, you can start to build a tax-reduction plan that can help you move to tax-free income in retirement.Moving to Tax-Free is your financial ally where you’ll available options to save on taxes when you retire and potentially live income tax–free from federal and state taxes—including your Social Security benefits!Proactive strategies to shield your savings from future tax hikes.The effective sources of tax-free income including the Roth IRA and the Roth 401(k), the life insurance retirement plan, the health savings account, the 529 plan to Roth IRA rollover, and the reverse mortgage line of credit.How to navigate “uncontrollable” financial potholes affecting your savings and the adjustments to make to stay in control of your affairs.Vital, must-ask questions for your tax professional and financial advisors to ensure forward-thinking financial planning.Move effectively to a tax-free plan for your retirement. This isn’t just theory; it’s a practical road map filled with tactics built to give you the retirement you’ve always dreamed of. Secure your financial future with Moving to Tax-Free.
234 pages, Kindle Edition
Published March 28, 2024
About the author
Bruce Hosler
1 bookBruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA®, founder and principal of Hosler Wealth Management LLC, is not just another financial advisor. Recognized as a top-tier professional with over 27 years of experience, Bruce has consistently been named to the prestigious Forbes Best-in-State Wealth Advisors list for six consecutive years. His commitment to protecting and preserving wealth for clients shines through every aspect of his work.
Bruce’s expertise lies in a unique blend of tax and financial planning, wealth and investment management, and advanced tax-free legacy strategies. As an enrolled agent and a Certified Financial Planner™ Professional, he brings a synergistic approach to financial planning. Bruce’s dedication to his craft is evident through his status as a chairman’s level advisor with Commonwealth Financial Network and his long-standing membership in the Ed Slott Master Elite IRA Advisor Group.
His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the Protecting & Preserving Wealth Podcast, where he shares valuable knowledge on tax and financial strategies.
Bruce’s life is as full and rich as his career. Living with his wife, Laura, in Scottsdale and Prescott, Arizona, he is a dedicated father of five and a proud grandfather of seven. In his downtime, Bruce is an avid golfer, embracing the challenges and tranquility of the course.
For those looking to navigate the complexities of tax and financial planning with a seasoned expert who combines professional acumen with personal warmth, Bruce Hosler is your go-to advisor. Discover more about how Bruce can help you with your move to tax-free at www.movingtotaxfree.com.
Bruce’s expertise lies in a unique blend of tax and financial planning, wealth and investment management, and advanced tax-free legacy strategies. As an enrolled agent and a Certified Financial Planner™ Professional, he brings a synergistic approach to financial planning. Bruce’s dedication to his craft is evident through his status as a chairman’s level advisor with Commonwealth Financial Network and his long-standing membership in the Ed Slott Master Elite IRA Advisor Group.
His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the Protecting & Preserving Wealth Podcast, where he shares valuable knowledge on tax and financial strategies.
Bruce’s life is as full and rich as his career. Living with his wife, Laura, in Scottsdale and Prescott, Arizona, he is a dedicated father of five and a proud grandfather of seven. In his downtime, Bruce is an avid golfer, embracing the challenges and tranquility of the course.
For those looking to navigate the complexities of tax and financial planning with a seasoned expert who combines professional acumen with personal warmth, Bruce Hosler is your go-to advisor. Discover more about how Bruce can help you with your move to tax-free at www.movingtotaxfree.com.
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