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 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 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

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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