Taxes, Trump & End of Year Planning - Al Clopine and Joe Anderson

Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.


Guest Bios: Alan Clopine is the CEO & CFO of Pure Financial Advisors.  Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies. His goal is to help clients create tax-efficient income streams that are sustainable in retirement. Alan is the co-host of Your Money, Your WealthSM, a financial talk radio show, heard weekly in San Diego on KFMB, and in Los Angeles/Orange County on KRLA. Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers at St. Peters Episcopal Church with a primary focus on outreach activities in Mexico and Africa. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys beach activities, his condo in Kauai, sports, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons, Robbie & Ryan.

As President, Joe Anderson has led Pure Financial Advisors to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300. Joe is the firm’s advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. In addition to training Pure’s advisors, Joe teaches over 50 retirement classes a year. Joe is co-host of Your Money, Your Wealth℠, a financial talk show consistently top rated radio show in San Diego’s financial market and launched the first Your Money, Your Wealth℠ television broadcast in 2014. Joe philanthropic activities include the American Heart Association’s Heart Ball. He’s a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker, enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators.

URL: purefinancial.com

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