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 [...]

Substantially reduce your taxes while giving to a cause you truly care about. Find out the multiple ways you can give, as well as the tax advantages you can gain from giving. Learn the basics of donor advised funds and charitable remainder trusts and who can benefit from them. Joe and Big Al give you the information you need to take control of your taxes so you can protect your retirement nest egg.


0:39 “If you plan a gift, the IRS will forgive a tax. Would you rather give your dollars to the IRS or would you rather give them to a cause that you’re really passionate about?”

3:30 “Believe it or not, you bought a stock for around $1,000 and now it’s worth $10,000; when you give away the stock you get a deduction for $10,000 and you don’t have to pay the tax on that gain…and that’s actually a better way to give because you’re avoiding a capital gains tax”

4:09 “Checks are definitely preferred because you have proof of the donation”

7:21 “Did you know that roughly half of U.S. households aged 55 or older have absolutely no retirement savings whatsoever? That’s according to the Government Accountability Office”

9:19 “There are different limitations depending on what kind of asset you give away”

13:36 “It’s a great way to sell an asset, pay no current tax, have all of that asset working for you and then you have a lifetime earnings stream to boot”

16:26 “If you think you or your spouse have a long life expectancy, this could be a real winner for you even if you’re not that charitably inclined”

19:27 “If your cash contributions are more than 50% of your income, it’s going to be limited; it will carry forward to the following year, but you can’t take it currently”

19:37 “A charitable contribution is an itemized deduction”

20:45 “Is there any benefit to naming a trust as the beneficiary of my retirement accounts?”

24:28 “I would always name your spouse the primary beneficiary, name your kids contingents and then after that name the trust”