In the last episode, Bruce Hosler and Jag spoke about the SECURE Act, passed in 2019, and its effects on inherited and stretch IRAs. Today, we dive deeper into why traditional IRAs and 401ks are no longer good wealth transfer tools.

Ideally, you want to minimize both your tax burden and the burden of your heirs. And with these new rules, traditional retirement accounts just won't cut it.

Bruce talks about the advantages of rolling a traditional IRA into a Roth IRA now, how life insurance can play into a financial plan, and more.

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 (928) 778-7666 or their Scottsdale office at (480) 994-7342.

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

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