What does "Tax Free" Mean?

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 be taxed at the federal or state level.  Furthermore, you don't want it to count as provisional income against your social security.  

Bruce takes us through some different vehicles he and his team employ here - including Roth IRAs and life insurance retirement plans.

With the large government spend on COVID relief, and the Tax Cuts and Jobs Act set to expire, taxes are likely to go up.  That's why it's beneficial to employ someone like Bruce Hosler and his team at Hosler Wealth Management to protect and preserve your wealth.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit them online at https://www.hoslerwm.com/

Or call them in their Prescott office at [phone] or their Scottsdale office at [phone].

For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/

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