More White Papers
Purefinancial
Approximately 97% of older Americans (ages 60 to 89) are either receiving Social Security benefits or will receive them in their lifetime1. Given this substantial percentage, Pure’s Senior Financial Advisor, Nate Ritchison, CFP®, AIF®, examines the history of Social Security, its current usage, and its future implications and impacts on Americans. You will learn: History […]
Updated for 2024: 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 2024 and beyond. This guide will explain… History of Social Security Recent Changes How […]
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 Retirement Account Limits & Roth IRA Income Limits […]
Updated for 2024 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 tomorrow. […]
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 discover the difference compounding can […]
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a […]
Updated for 2023: Interested in a retirement account that will expand your finances tax-free? Learn everything your need to know about Roth IRAs in this white paper. In this guide, you’ll learn… What a Roth IRA is and the benefits Differences between a Roth IRA and Traditional IRA Rules of Roth IRA contribution limits Roth […]
Retirement disconnect can doom your dreams of having a carefree lifestyle in your golden years before you even get close to quitting your job. The various aspects of planning for retirement can be similar to putting together a jigsaw puzzle. If there is a disconnect where the pieces don’t fit, the final picture just doesn’t […]
Do you have a vision of what retirement should look like for you and how to get there but still don’t take action to meet your goals? Study after study shows that workers often have a disconnect between the realities they’ll face in retirement and their actions to deal with that reality. In this guide, you’ll learn […]
Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement […]
In March 2021, the American Rescue Plan Act became law, providing additional relief for those impacted by COVID-19. The bill gave aid to the economy, public health, state and local governments, individuals, and businesses. In this guide, you’ll learn about… Recovery Rebates Enhancements to the Child Tax Credit Enhancements to the Child and Dependent Care […]
Do you know how to measure the strength of your retirement plan to see if it could weather the storm if there is a downturn in the economy? Financial professionals Joe Anderson and Alan Clopine show you how to stress-test your portfolio and give you ways to regain your financial fitness if your plan doesn’t […]
Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]
Jonathan Clements (founder, HumbleDollar.com, former Wall Street Journal personal finance writer) on portfolio rebalancing, reducing risk and doing a Roth conversion. Plus, Joe and Big Al answer your money questions: when is the best time to get into the market? When is the best time to retire? Can you start a Roth IRA for your […]
Professor Jamie Hopkins (Carson Wealth & Heider School of Business/Creighton University) talks about impacts the SECURE Act could have on retirement planning – particularly the end of the stretch IRA provision, which allows inherited individual retirement accounts to remain tax-deferred. Plus, how to reduce taxes when you have significant capital gains, when you can take […]
