ABOUT THE GUESTS

Peter Keller
ABOUT Peter

Peter Keller is a Senior Financial Advisor 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 [...]

ABOUT HOSTS

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
ABOUT Alan

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 [...]

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

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”