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 [...]

It’s one thing to have a nice balance in your retirement accounts. But when it’s time to withdraw from your accounts in retirement, you need to consider the taxes you will pay. Learn how to avoid a ticking tax. time bomb when it comes to IRA and 401(k) balances. Wouldn’t it be nice if some of your retirement savings were tax-free?

Watch the full episode, Re-energize Your IRA

8 Types of IRAs

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