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 [...]

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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