Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Alan Clopine

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

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 cases you can do it at a younger age depending on your plan”

0:27 “A lot of plans have a Roth provision that allows you to convert inside the plan”

0:34 “This law just came out a few years ago that made it friendlier for you to do inner-plan conversions”

1:02 “There are no income limitations here”

1:26 “You can really start building up this tax-free pool for many, many years”