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 [...]

Does just thinking of your taxes give you butterflies in your stomach? You’re not alone. Feeling powerless and not having a strategy to reduce your taxes may cause you to completely ignore tax planning.

Whether you are having a good year, recovering from loses or just working to stay the course; financial experts Joe Anderson and Alan Clopine break down strategies that can help you minimize the money you pay in taxes.

Important Points:

(00:33) – End of Year Taxes

(01:01) – Federal Income Taxes – Different Wage Brackets

(02:30) – Money Saving Year-End Tax Strategies

(02:52) – Tax Strategies for Employees

(03:08) – Retirement Plan Taxes for Employees

(04:48) – New Tax Law Changes for Individuals (Standard Deductions, Itemized Deductions, Charitable Donations)

(07:55) – 2018 Tax Planning Checklist – Download Here

(08:48) – Tax Loss Harvesting

(11:40) – Tax Gain Harvesting

(12:53) – Tax Diversification: Taxable, Tax-Free, Tax Deferred Income

(16:28) – Qualified Charitable Distribution

(18:23) – Maximizing Retirement Plan Contributions

(19:05) – Considering Charitable Strategies (Bunching Donations, Donor Advised Fund, Qualified Charitable Distribution)

(20:29) – Reviewing Your Investments (Tax Loss and Tax Gain Harvesting Opportunities)

(21:21) – Roth Conversions

(22:04) – Maximizing Tax Strategies for Small Business Owners

(23:11) – Required Minimum Distributions

(23:52) – Taxes for an Independent Contractor

(24:23) – Pure Takeaway

 

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