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A relatively new tool for 401(k) plans is the Roth option. With a Roth, you don’t get a tax deduction when the money is put into the plan, but its principal and interest grows tax-free until the money is distributed. Who is taking advantage of this unique plan? The results may surprise you.

About the Hosts

Joe Anderson



As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the...

Alan Clopine



Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of...