New Release!
Your Guide to Legally Sheltering Your Retirement Income from Future Higher Tax Rates
In my new book, I teach strategies to reposition your assets from taxable and tax-deferred vehicles to tax-free vehicles that can generate tax-free income during your retirement to protect against future higher tax rates and leave your children with Tax-Free legacy income for life.
Endorsements
“Where do you think tax rates are headed in the future? If you’re like me, you know they are headed higher. After all, it’s just math. Well Eagle Scout Bruce Hosler is going to show you EXACTLY what to do to keep more of your hard earned money. Learn simple techniques to reduce the #1 expense most seniors have – TAXES! Moving to Tax Free is a book you will want to share with your entire family.”
Tom Hegna
Author, Speaker, Economist and TV Host
The statement was provided 2/8/24 by Tom Hegna who is a non-client and fellow financial professional. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Bruce Hosler’s thoughtful, well-written book raises a warning cry about the reality that tax rates, even ten years from now, are likely to be dramatically higher than they are today. He also spells out the dire consequences for a generation of Baby Boomers who have the lion’s share of their retirement savings in tax-deferred investments like 401(k)s and IRAs. He then lays out a balanced, comprehensive strategy that not only shields you from tax-rate risk but protects you from an array of other retirement risks that can easily derail your retirement plan.”
David McKnight
Author of the Power of Zero
The statement was provided 2/14/24 by David McKnight who is a non-client and fellow financial professional. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Moving To Tax-Free” is worth a fortune to you in lifetime tax savings. In this one easy read, you will quickly profit from Bruce Hosler’s years of knowledge and experience as he guides you along every possible path to a tax-free retirement!
Ed Slott, CPA
Retirement Expert
Author and Founder of www.irahelp.com
Founder of Ed Slott’s Elite IRA Advisor Group℠
The statement was provided 3/1/24 by Ed Slott who is a non-client and fellow financial professional. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
In Moving to Tax Free, You’ll Discover…
Tax Strategies
to save on taxes when you retire, and potentially live income tax-free from federal and state taxes — including your Social Security benefits!
Tax-Free Vehicles
including the Roth IRA and the Roth 401(k), the Life insurance retirement plan (LIRP), the health savings account (HSA), the 529 plan to Roth IRA rollover, and the reverse mortgage line of credit.
How to Navigate
the move to tax-free including “uncontrollable” financial potholes affecting your savings and the adjustments to make to stay in control of your affairs.
Proactive Strategies
you need to take to begin shielding your savings from higher tax rates.
Moving Your Income to Tax-Free is like moving into a new, and much better home.
Moving is never fun, but we are always glad we moved,
once we’ve settled into the new home.
Discover my simple ways to move your income to tax free.
Meet the Author
Bruce 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 seven 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 (EA) 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.
2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
*Chairman’s level Award – A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.
