ABOUT HOSTS

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
ABOUT Alan

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 [...]

Learn when you are required to pull money from your retirement accounts and find out how to avoid taking the required minimum distribution without paying any penalties.


 

0:01“If you’re still working and still contributing toward an active 401(k) plan, you do not have to take a required minimum distribution”

0:09 “A required minimum distribution is a mandate by law. Once you reach a certain age, you have to start taking distributions from your retirement account…Why? So the IRS gets your tax money!”

0:20 “If you are still working, you’re still an active participant in your 401(k) plan, you do not have to take a required minimum distribution until April 1st, the year after you retire or separate from service”