Investment Advisor

By Marlene Y. Satter, Investment Advisor
April 2013

CFO and Director of Planning at Pure Financial Advisors, Alan Clopine is featured as one of the “Magnificent Seven” tax experts in this cover story of Investment Advisor . “Big Al” contributes to the discussion on locating assets tax-efficiently by explaining Roth conversion strategies, noting that “You don’t want to convert all your assets to a Roth IRA in one year since it will push you into too high of a tax bracket.”  He indicates that Pure Financial maximizes their clients’ current tax brackets by converting to the top of that bracket.  Also mentioned is that Pure Financial “combine[s] several other tax deduction strategies to reduce taxable income, thereby increasing our Roth conversion recommendations.”

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