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

The tax consequences of the "Secure Act" can potentially be significant and consequential for your family. The following white paper was written by Bruce Hosler to provide valuable information about the "New 10-Year Rule". Request your white paper today.

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Simplistic retirement planning can leave your future at risk. That’s why we provide you with a higher level of advice.

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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.

Watch Bruce's interview about the "Secure Act" as seen on Sonoran Living ABC15.

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

Simplistic retirement planning can leave your future at risk. That’s why we provide you with a higher level of advice.