ABOUT HOSTS

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 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

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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