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 [...]

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”