Entries by Pure Financial Advisors, Inc.

What’s the Break-Even on a Retirement Roth IRA Conversion? – Your Money, Your Wealth® podcast #249

Today on Your Money, Your Wealth® podcast episode #249, Joe Anderson, CFP® and Big Al Clopine, CPA answer your money questions: How do you figure out the break-even point on a Roth IRA conversion? The fellas discuss whether to convert, how much to convert, and when. Plus, the step-up in basis on a primary residence, […]

Annuities in Retirement: Pros and Cons – Should You Buy an Annuity?

Is a fixed annuity or a variable annuity a good investment for generating a retirement income stream? In this video, Matt Horsley, CFP®, Senior Financial Planner with Pure Financial Advisors, explores the pros and cons of investing in annuities in retirement as a part of your retirement income plan. Read the blog: https://purefinancial.com/learning-center/blog/understanding-annuity-retirement-pros-and-cons/ Schedule a […]

Retirement Plans Options for Small Business Owners

Learn about retirement plans for small business owners with Joe Anderson, CFP® and “Big Al” Clopine. Aired: 11-22-14 If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned […]