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Maximize your retirement by controlling taxes. Pure’s Financial Planner, Daniel Goldstein, CFP®, AIF®, provides insights into creating portfolio diversification and strategically locating assets to reach your long-term retirement goals. You’ll learn about: How the tax triangle can apply to your situation How retirement funds are being taxed now Where you are in our current tax code […]
How is inflation like Star Wars, and can the Fed tame it? What happened in the financial markets in 2022 and why do they perform better when people feel bad? Is the classic “60/40” stocks/bonds asset allocation model broken? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA charter, AIF® […]
Learn how recent tax legislation and proposals impact you, your family, and your retirement savings, and strategies that can help you reduce your tax liability as you plan for a successful retirement. Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, Esquire, CPA, and learn how to take advantage of tax-saving opportunities available to you. Outline […]
Changes Begin in Tax Year 2018 President Trump’s tax reform, the Tax Cuts and Jobs Act of 2017, is some of the most sweeping tax legislation that we’ve seen since the Tax Reform Act of 1986 under Ronald Reagan. This new tax reform is effective for tax year 2018 and beyond, and as of this […]
