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 [...]

When you buy a home, people often remind you it could be the biggest investment you will ever make. But should you use that investment to help fund your retirement? What about rental properties? How can you maximize their potential for your retirement?

Financial experts Joe Anderson and Alan Clopine get real about real estate and guide you through the options for making the most of your real estate in retirement.

Important Points:

(00:51) – Home Ownership

(01:11) – Home Equity and Net Worth

(01:52) – Getting Real About Real Estate: Maximizing Home Equity, Rental Properties, Owning Real Estate in an IRA

(02:50) – Examining Real Estate as an Asset Class: Creating Cash and Reducing Expenses

(03:21) – Reduce Retirement Expenses: Downsizing Your Home

(05:18) – Real Estate Taxes: Gain Exclusion on Sale of Principal Residence

(05:55) – Types of Reverse Mortgages

(06:53) – How to Qualify for a Reverse Mortgage

(07:25) – 10 Tips for Real Estate Investors: Download Guide Here

(08:18) – Property Taxes with Reverse Mortgage

(09:09) – Investment Properties

(10:15) – Cash on Cash: Rental Income and Expenses

(14:32) – Selling Rental Real Estate

(18:34) – Issues with Buying Real Estate in an IRA

(23:15) – Educational Accounts vs Investment Accounts

(23:48) – Passing Real Estate to Children and Avoiding Excessive Taxes

(24:40) – Pure Takeaway

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