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

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 [...]

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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