President of Pure Financial Advisors, Joe Anderson, CFP® answers your question of the week by explaining withdrawal requirements for your Roth IRA. Also covered are Roth conversion requirements and important ages to remember in retirement.
About the Host
As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300 in just nine years of the... Read more
As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300 in just nine years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no assets under management. Joe’s leadership skills and innovative thinking has led him to create a unique business model where he utilizes sales, marketing and service strategies to get Pure Financial to where it is today. Pure Financial, a Registered Investment Advisor (RIA), is ranked 182 out of almost 15,000 RIA’s nationwide by total assets and was in the top 50 for fastest-growing firms in 2014 by Financial Advisor Magazine. To no surprise, the firm’s rapid growth has been recognized in San Diego Business Journal’s Fastest Growing Companies and Investment News each year since 2011. The firm has attracted an average of 250 new clients a year since 2012, in large due to Joe’s process he has created for the firm and their clients. Further to acting as President, Joe is also the firm’s advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. Joe has a passion for helping others succeed through teaching and education. In addition to training all of Pure’s advisors, Joe teaches over 50 retirement classes a year at colleges in San Diego and Orange County, where the firm has its second location. Joe is co-host of Your Money, Your Wealth℠, a financial talk show that has consistently been a top rated weekend radio show in San Diego’s financial market. Evolving from the radio show’s success, Joe launched the first Your Money, Your Wealth℠ television broadcast in June of 2014. In 2013, Joe earned San Diego Metro’s 40 Under 40 Award for representing some of the best and brightest minds of San Diego County. Prior to joining Pure, Joe worked for several years with one of the nation's largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President. Beyond working with Pure Financial, Joe also participates in a number of philanthropic activities including the annual American Heart Association’s Heart Ball. He’s also a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker for a wide range of professional groups in San Diego County and enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators. View Retirement Class Schedule View Profile