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 [...]

One simple mistake can take half of your Individual Retirement Account. Learn the pitfalls that people are making with their retirement accounts so that they don’t happen to you.

3:15 “The reason you can lose up to 50% of your [retirement] account is with penalties”

4:55 “The biggest mistake is that they don’t understand the taxation.”

5:25 “In your account, it’s about the purchasing power. The account balance is not all yours.”

13:08 “If you don’t take the [required minimum] distribution when you’re supposed to, it’s a 50% penatly”

 15:33 “What happens is that the older you get, the more you have to withdraw from your IRA”

23:56 “Inherited IRAs, there’s some big problems and big opportunities.”

25:18 “It’s very important that you understand the rules for when you pass away or your heirs are going to lose half if you just make one simple mistake”