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 [...]

Looking to reduce your taxes in retirement? Find out everything you need to know about Roth IRAs, a retirement account that lets you grow your money tax free. Your hosts Joe Anderson, CFP® and “Big Al” Clopine, CPA discuss how to make a Roth contribution, Roth conversions and later debunk common Roth IRA myths.

Find out how to create a tax free retirement income, and learn about the three different pools of money where your assets may be located to find out how they are all taxed differently; accounts include tax-deferred, tax free and taxable account.

Tune in to the end of the episode to learn how to convert you money from your IRA to a Roth IRA tax free with the new IRS after-tax rollover rule created towards the end of 2014. It’s all right here on “Your Money, Your Wealth”