ABOUT HOSTS

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
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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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