Investment Advisor Features Tax Expert Alan Clopine

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 … Read more