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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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About the Hosts

Joe Anderson

President

CFP®, AIF®

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...

Alan Clopine

CEO & CFO

CPA, AIF®

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently shares the CEO role with Michael Fenison, the original founder of the company. Alan is primarily responsible for the day-to-day activities of...