Recent Educational Videos
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains the three different ways to fund a Roth IRA. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial...
2021
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains the different types of income taxes. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A...
2021
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains how a donor advised fund could save you more in taxes than a normal charitable contribution. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial...
2021
More Educational Videos
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains how to qualify for a tax-free sale of your principal residence. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains the concept of a Roth IRA conversion and how it could reduce your taxes. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. In this segment Big Al explains the concept of tax loss harvesting and how it could reduce your taxes. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 Estate Tax Proposals: Estate Tax Exemption: $5,000,000 plus Inflation No Mention of Capital Gains Tax at End of Life Subscribe to our YouTube channel. IMPORTANT […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 IRA & Roth IRA Proposals: Income Limits on Roth Conversions (2032) Eliminate Conversion of After-Tax Dollars (2022) Contribution Limits for Large IRAs (2022) Required Minimum […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 Additional Individual Proposals: 3% Surtax on Incomes over $5,000,000 Net Investment Income Tax – Active Business Income New Income limits on QBI Deduction Subscribe to […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 Top Corporate Tax Rate: Current: 21% Proposed: 26.5% (over $5M) Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are […]
Alan Clopine, CEO & CFO of Pure Financial Advisors breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 Top Capital Gain Rate: Current: 23.8% Proposed: 28.8% (Plus 3% over $5,000,000 of AGI) Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and […]
Alan Clopine, CEO & CFO of Pure Financial Advisors Breaks down the complexity of taxes in bite-size chunks on Tax Time. House Ways & Means Committee Tax Proposals – 9/13/2021 Top Individual Tax Rate: Current: 37% (Taxable Income $523,600 Single; $628,300 Married) Proposed: 39.6%* (Taxable Income $400,000 Single; $450,000 Married) Additional taxes could result from […]
Has a perfect storm of high demand and low supply due to COVID-19 caused inflation to spike? David Cook, CFP®, senior financial planner, takes a look at the inflationary factors in play and strategies to weather the storm. Download the free guide to Inflation and the Markets: Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • […]
Has the financial media got you concerned about inflation? In this video, Pure’s Director of Research and Executive Vice President, Brian Perry, CFP®, CFA, provides his take on whether inflation is a problem right now, whether it’s transitory, and how to ensure your investment portfolio is properly prepared. Cost of living increase since WWII Inflation […]
Dominic Knauf, MBA, and Brian Perry, CFP®, CFA® share almost five decades of financial experience while they dissect the stock and bond markets, the outlook for inflation, and how to position your portfolio for success. Topics include: • Whether higher inflation is here to stay • How to ignore the hype and stay on track for financial […]
