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 [...]

Tax Reform & Your Retirement

New tax reform comes with the promise of lower taxes while it also eliminates key deductions. Will you benefit from the Tax Cuts and Jobs Act? Will it impact your retirement? Financial experts Joe Anderson, CFP® and Alan Clopine, CPA explore new strategies that can be used to significantly reduce your tax liability before and after you retire.

2018 Tax Planning Guide [Download Now]

Important Points: 

(3:55) – 2018 Changes to Income Tax Rates

(4:22) – Standard Deductions

(5:45) – Itemized Deductions

(6:30) – Mortgage Deductions

(9:20) – Changes to Rules Regarding Alimony

(10:32) – How the New Tax Law Affects Retirement

(13:50) – Roth Conversions & Tax Diversification

(19:05) – Tax Reform & Charities: Qualified Charitable Distributions

(20:00) – Business Taxes: S-Corporation

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