ABOUT THE GUESTS

Peter Keller
ABOUT Peter

Peter Keller is a Financial Planner with over 22 years of experience in estate, investment and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive and holistic solutions to their financial planning needs. Prior to joining Pure Financial Advisors, Peter worked for a large Broker-Dealer in the Financial Planning Group where he [...]

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. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts and give you the tools and strategies to help limit your tax bill. Pure Financial Advisors’ Senior Financial Planner Peter Keller, CFP®, AIF® joins the duo to discuss the benefits of charitable strategies such as a donor-advised fund (DAF) and a qualified charitable distribution (QCD).


Important Points:
(00:45) – Taxes and Tax Planning

(01:35) – Tackle Your Taxes in 2020

  • What’s New?
  • How the Tax Bracket’s Work
  • Money-Saving Strategies
  • Last-Minute Opportunities

(02:29) – The SECURE Act

(03:40) – Elimination of Stretch IRA

(05:40) – The CARES Act

  • Coronavirus Related Distribution (CRD)

(09:30) – Taxable Income

(11:05) – Roth IRA Conversion

(13:00) – Charitable Giving Strategies

  • Donor-Advised Fund
  • Qualified Charitable Distribution

(17:40) – Last-Minute Tax Strategies for 2020

(20:25) – Ask the Experts

(23:14) – Pure Takeaway: Tackle Your Taxes

  • What’s New
  • Maximizing Brackets with Roth Conversions
  • Smart Ways to Give to Charity
  • Last-Minutes Strategies

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