Shows
Protecting & Preserving WealthLeaving Your Assets Tax Advantaged and Tax Free: Estate and Legacy Planning Part 4 of 6In this episode of Protecting and Preserving Wealth, we continue our estate and legacy planning series, focusing on strategies to leave assets in a tax-advantaged or tax-free manner. Bruce Hosler, Alex Koury, and Jason Hosler from Hosler Wealth Management join Jon Gay to break down key approaches to optimizing wealth transfer while minimizing tax burdens.We start by distinguishing between tax-advantaged and tax-free assets. Tax-advantaged assets, like traditional retirement accounts (IRAs, 401(k)s, and 403(b)s), allow for tax-deferred growth but are taxed as ordinary income upon withdrawal. This can result in higher tax rates, especially when...2025-07-1619 minProtecting & Preserving WealthEstate PlanningToday, Bruce and Jon are joined by Alex Koury, a wealth advisor with Hosler Wealth Management from the Scottsdale office, speaking about Estate Planning in this episode. We delve into the critical topic of estate planning in a clear and straightforward manner. Bruce begins by emphasizing the essential role of a Will, especially for parents with minor children. A Will determines who will care for the kids in unforeseen circumstances, avoiding potential family disputes.The conversation then shifts to the significance of beneficiary designations. These designations play a pivotal role in asset distribution, particularly for acco...2023-10-0413 min