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 [...]

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 that the Roth IRA might go away. What do I do?”

0:31 “The Roth IRA conversion and contribution is the golden goose right now because it’s good for consumers and good for the IRS because they’re getting their tax money now versus letting that money grow forever”

0:59 “The younger generations – the millennials (Generation Y) are putting money into Roth IRAs – they’re letting the money grow tax-free”

1:36 “Any time in the past when the IRS changed a retirement law – they grandfathered in the old rule. I think it’s likely that they’ll limit our ability to put money into a Roth, but as far as what’s in a Roth I feel pretty confident it will stay tax-free”