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The Secure Act demands new beneficiary planning for your IRA and Roth IRA!

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Hosler Wealth Management specializes in tax reduction strategies by combining advanced tax planning with financial planning. For over a decade, Bruce Hosler has been a member of Ed Slott’s Master Elite IRA Advisor Group, the nation’s most exclusive group of advisors for retirement distribution planning expertise. In addition, for the last three consecutive years, Forbes’ Magazine named Bruce Hosler to Forbes’ Best-in-State Wealth Advisors.*   

You can reach us at: info@hoslerwealthmanagement.com

 


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*The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 32,000 advisors were considered, and 4,000 (12.5) percent of candidates) were recognized.  This award is not indicative of the advisor's future performance.  Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.
 
This communication strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, IL, ME, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Tax preparation, tax planning and accounting services offered through Hosler Wealth Management are separate and unrelated to Commonwealth. Hosler Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.
 
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