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As 2025 draws to a close, it’s the perfect time to start preparing for tax season. Too often, people reach April 15th only to face an unexpected tax bill or realize they missed opportunities to save. Pure’s Tax Planner, Frank Haney, CPA, shares smart year-end strategies designed to help you minimize your tax liability and […]
Imagine being told you only have 12 months to live. What would you do with your time? Jonathan Clements returns to Your Money, Your Wealth® for his fourth appearance. For thirty years, Jonathan has been known for his personal finance writing: in his column “Getting...
Taxes can be one of the most significant expenses you’ll face over your lifetime. Maximizing your savings and keeping more of your hard-earned money during retirement is essential for long-term financial security. Pure’s Financial Advisor, Alexandra Swanson, CFP®, shares tax-saving strategies to help you build a more secure future. She discusses: Transfer assets to tax […]
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5...
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and […]
Updated for 2025: ‘Tis the season to give and get back! Americans give billions of dollars to charitable organizations throughout the year. While most of us know that you can get a tax deduction from giving, do you know how to maximize that tax deduction? In this guide, you’ll learn how to maximize your tax […]
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe and Big Al are back this...
If you give a gift, the IRS will forgive a tax! Put away your checkbook – Joe Anderson, CFP® and special guest Allison Alley, CFP® show you six secrets to getting bigger tax savings from your donations to charity, including organizations like 501(c)(3) non-profits, churches, and schools. Tax-Smart Charitable Giving: Financial Goals Charitable Giving Strategies […]
Johnson Andrews, CFP®, AIF®, Financial Planner, Irvine, covers three tax saving strategies: Employer Match 401k plans: The Triple Bonus Charitable Giving: Donor Advised Fund & QCD’s Start Your Own Gig Business: Tons of Deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript 1. Employer Match 401k Plans In a traditional plan, when you contribute a […]
Secure 2.0 aims to expand coverage and increase retirement savings for employees. Peter Stokes CFP®, AIF®, Pure Financial Planner, Los Angeles branch, covers the key retirement provisions and how they may effect you. FREE GUIDE | SECURE Act 2.0 Guide Transcript The Secure 2.0 act is now law. The legislation provides a slate of changes […]
‘Tis the season to give and to get back. Americans give billions of dollars to 501(c)(3) non-profit charitable organizations throughout the year. While most of us know that you can get a tax deduction for giving, do you know how to maximize that tax deduction? In this webinar, Alan Clopine, CPA, Chief Financial Officer and […]
Senior Financial Planner, Brian Sauter, CFP®, AIF®, reviews three strategies for charitable giving and how to maximize your tax deductions. FREE GUIDE | Charitable Giving: Steps on Informed Giving Transcript There are several ways that you can donate to charity. You can use cash or check, appreciated stock or real estate, clothing, household items, vehicles […]
New research says some young people shouldn’t save for retirement. Find out what Joe and Big Al think about that. Plus, is it tax fraud if you re-file your taxes to take advantage of new student loan forgiveness? Should you invest in CDs instead of...
If your portfolio is overweighted in one or two individual stocks, here are some ways to diversify those concentrated stock positions. Is using a donor-advised fund a good choice? Plus, how does the IRS know if a required minimum distribution is a qualified charitable distribution?...
What’s a safe withdrawal rate from your investment portfolio when that money has to last 50 or 60 years because you’re part of the FIRE (financial independence/retire early) movement? Karsten Jeske, Ph.D., CFA, aka “Big Ern” from EarlyRetirementNow.com shares his experiences. Plus, will listener Paul reach $5M by retirement? Can monthly payments from an IRA […]
