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 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Alan Clopine

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 [...]

Are you blindly depositing money into your retirement accounts, but have no idea how to make the most of your investments? Financial professionals Joe Anderson and Alan Clopine take you through the steps to reenergize your IRA. From Roth IRA backdoor door conversions to qualified charitable distribution or QCD, they’ll guide you through the steps to help you make the most of your retirement funds.

Important Points:
(00:59) – Average Retirement Account Balances

(01:51) – Reenergize Your IRA

  • ABC’s of IRAs
  • Maximizing Your Contributions
  • Saving Taxes in Retirement
  • Recent Changes

(02:42) – Who Can Contribute to an IRA?

(04:04) – How Much You Can Contribute to an IRA and 401(k)?

(06:26) – What Investments are Available for an IRA?

(10:33) – Potential Contributions to Both a 401(k) and IRA

(12:00) – Future Retirement Savings at Maximum Contributions

(12:59) – Tax Savings Strategies

(17:50) – Qualified Charitable Distribution – Donating Directly to Charity from Your IRA

(20:05) – Required Minimum Distributions (RMD)

(22:30) – Ask the Experts

(24:00) – Pure Takeaway: IRA Recall

  • ABC’s of IRA
  • Max Out Your IRA
  • Tax Savings Strategies
  • Recent Changes

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