More Short Episodes
Want to help your children get a jump-start on their retirement savings? We ask financial professionals Joe Anderson and Alan Clopine if parents can give their adult children the money to fund their Roth IRA. Click here to watch the full Threats to Your Retirement Income episode.
Not sure what to do with your 401(k) account once you retire? Financial experts Joe Anderson and Alan Clopine discuss the pros and cons of rolling your 401(k) into an IRA.
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.
Saving for retirement with a Roth IRA versus a traditional IRA can have an impact on how much money you have once you stop working. Financial experts Joe Anderson and Alan Clopine go over the differences and the impact it can have on your retirement savings. Subscribe to YouTube Channel
Grow your retirement nest egg tax-free! Joe and Al discuss the benefits of opening a Roth IRA account as early as possible to realize the best benefits this retirement planning tool has for you. Subscribe to YouTube Channel
The Roth IRA is one of the most underutilized tools for people planning for their financial future. Pure Financial’s Joe Anderson gives you insight into what may be missing from your retirement strategy.
The Roth IRA takes uncertainty of taxes right off the table because every last dollar that you put into a Roth IRA is 100% tax-free.
In this week’s 60-second countdown question, a viewer asks: “Should I convert any or all of my IRA to a Roth IRA?” Follow along as Joe gives a detailed answer in one minute. Important Points 0:14 “Hi Joe, I have a question. I’m retired and I have IRAs – should I convert any of that […]
In this week’s 60-second question countdown, Joe answers a viewer’s question: “With more people discovering the tax benefits of a Roth IRA, will the IRS ever take it away?” Find out in this short video. 0:10 “Joe, I have a question. I have a fair amount of money in my Roth IRA, and I’m concerned […]
Why should you convert money to a Roth IRA? Joe and Al break down the basics of a Roth conversion and explain the tax benefits associated with it. Key Points: 0:12 “What is a (Roth) conversion? It’s taking money from your retirement account and moving it into the Roth IRA” 0:23 “You have to pay […]
It’s Your Money, Your Wealth’s 60-Second Question Countdown. In just one minute, Joe Anderson answers a viewer’s question about Roth IRA contribution limits. Transcription: 0:22 “I’m 49 years old and I’d like to know how much I should be putting in my Roth IRA every year so I can retire comfortably around the age of […]
Find out the contribution limits for contributing to a Roth IRA and the importance of understanding taxes during retirement. 0:07 “You can contribute to a Roth IRA which is 5500 per year or 6500 if you’re 50 or older” 0:20 “A lot of you guys have 401(k)s or 403(b)s that have Roth provisions that will […]
CFP® Joe Anderson and CPA Al Clopine discuss the ways in which you can convert your pre-tax 401(k) account to a Roth IRA. 0:15 “If your plan allows an in-service withdrawal, and many of them do at age 59 ½, you can actually pull money out and convert it to a Roth IRA; in some […]
