Joe Anderson
ABOUT Joseph

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 firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine

Alan Clopine is the CEO & CFO of Pure Financial Advisors. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

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 tax on this money but then all future growth will grow 100% tax-free”

1:03 “When you pull those dollars out, you pay zero tax”

1:26 “You have to take a look at your tax return, you have to take a look at your income, your goals and everything else”