Recent White Papers
Newly updated for 2020: Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to...
2020
Asset location is a strategy in which investors attempt to enhance after-tax returns by carefully considering the tax treatment and future expected returns of each asset class prior to determining where to hold each security. In this guide, you will learn: What Asset Location is...
The 5-year clock starts with the first dollar in your first Roth IRA. This guide will lay out what you need to know for Roth IRA withdrawals. In this guide, you will learn some of the rules for Roth IRA withdrawals: Roth IRA withdrawals when...
More White Papers
At Pure, our finance white papers cover a wide range of topics involving the financial and investment industry as a whole. These educational guides are written by experienced professionals that have extensive knowledge on these topics. Whether you are looking to learn the very basics of finance or want to dive deep into tax planning, we have something for you. These financial services white papers can also help you develop a proper financial, retirement, or estate strategy to help you secure a bright future. Make financial planning easier by educating yourself with our wealth management white papers.
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law March 27, 2020. The CARES Act will allocate $2.2 trillion of relief funds for individuals and businesses affected by the coronavirus pandemic. This guide will lay out how the CARES Act could affect you. In this guide, you will learn the […]
The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was included in a bill passed by Congress in December 2019. This legislation is effective as of January 1, 2020. This guide will lay out how the SECURE Act will affect your retirement plans. In this guide, you will learn the changes […]
Newly updated for 2019: Making contributions to an Individual Retirement Account, otherwise known as an IRA, is all about saving now so you can enjoy the retirement of your dreams later on. One of the biggest advantages of an IRA is that your contributions (and any growth thereafter!) will grow tax-free. Now there are several […]
Newly updated for 2019: Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success. In this guide, you’ll learn… […]
Newly updated for 2019: Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future […]
Newly updated for 2019: Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2019 and beyond. This guide will explain… History of Social Security Recent Changes […]
Newly updated for 2019: The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies. If you are like most Americans, […]
Newly updated for 2019: After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for […]
Keeping up with the constant tax changes can be difficult and finding all the information that affects you can take a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2019 at your fingertips on one easy document. What you’ll learn: 2019 Tax Rate […]
Newly updated for 2019: Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth IRA and a Traditional IRA And more! Don’t wait to […]
When the topic of retirement comes up, most people tend to focus on a couple of financial questions. However, it is just as important to determine your retirement vision! Retirement Lifestyle Planning is more than just the money required to retire… it’s about your lifestyle, growth, health, and relationships. In this guide you will learn […]
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines 2019 Tax Brackets Tax Issues & Updates for […]
