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Purefinancial
Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washington state is 55 and her husband is 70. Should she retire now and...
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Chris Hogan talks about his book, Everyday Millionaires. Joe and Big Al answer your money questions: do the stretch IRA rules apply to 401(k)s? Do you need to get an annual property appraisal if you own real estate in a self-directed IRA? And what is the best strategy for saving into retirement accounts and making […]
