About
"Have I saved enough to retire?"
"Will I be able to leave a legacy for my family?"
"Do we have enough to last our lifetime?"
Those planning for retirement may be missing a foundational question to retirement planning success; “Will I be paying higher tax rates on my future retirement income?”
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 improve your chances of success in retirement.
Bruce Hosler
EA, CFP® CPWA®, AIF®, CEPA®
Bruce Hosler, recognized on Forbes’ Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, offers a fresh approach to achieving a tax-free retirement. Drawing on his decades of experience in wealth management and tax planning, this comprehensive guide outlines a strategic plan that can help you and your family minimize taxes throughout your lifetime. By implementing effective tax strategies, you can begin to create a tax-reduction plan that helps pave the way for tax-free income during retirement.
*2018-2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit.
2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
Protecting & Preserving Wealth Podcast
In the Protecting & Preserving Wealth podcast, Bruce and his guests discuss current financial topics
and provide timely answers for our listeners.
