ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, 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 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

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 [...]

One of the smartest money moves you can make is to invest in a Roth IRA, but the majority of employees don’t have one. Follow the rules and your retirement savings will grow absolutely tax-free! Ignore the rules and you can be subject to costly taxes and penalties. Joe and Al discuss how to get the most out of your Roth IRA touching on:

  1. Roth 101 Basics
  2. Retirement Contribution Strategies
  3. Roth Conversion Strategies
  4. Advanced Techniques

From Roth Contributions to Roth Conversions, learn some of the rules and best strategies to help you get the most out of your Roth IRA.

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