Social Security Claiming Strategies for Widowed Spouses & Divorcees
There are different strategies for claiming Social Security benefits if you are divorced or widowed. Follow along as Joe Anderson explains the different rules for each. 0:18 “If you’re divorced, you...
View ArticleClaiming Social Security for Dependent Children
A lot of people don’t realize that when they retire, their children are eligible to receive Social Security benefits as well. In this segment, find out the guidelines for claiming benefits if… Read...
View ArticleBreaking Even on Social Security
You can begin claiming your Social Security benefits at age 62 and the latest you can claim is age 70. The longer you wait to claim, the higher your monthly payments will… Read more The post Breaking...
View Article4 Tips for Creating a Disciplined Investing Approach
Smart investing can be tricky, especially for those transitioning into retirement. How should your investing approach change and what are some important factors to keep in mind? Joe and Al give you...
View ArticleHow Can I Reduce My Taxes?
How can you reduce your taxes? Joe Anderson, CFP® answers this question in 60 seconds. Transcription: “How can I reduce my taxes? Number one: contribute to a qualified plan, a 401(k), 403(b)… Read more...
View Article2 Social Security Strategies to be Eliminated
The file and suspend strategy, as well as the restricted application strategy are being eliminated by Congress. If you still qualify, take advantage of these key Social Security strategies before...
View ArticleBenefits of Working Longer Before Retiring
Joe and Al break down various hypothetical scenarios to help demonstrate how much you can grow your wealth if you work longer. Transcription: 0:03 “People are sometimes surprised how much of a… Read...
View ArticleSaving For Retirement at Different Ages
If you haven’t started saving for retirement, start now. Joe and Al show you how much money you could accrue based on when you start saving. Transcription: 0:20 “For a 30 year-old… Read more The post...
View ArticleHow Much Should I Contribute to My Roth IRA?
It’s Your Money, Your Wealth’s 60-Second Question Countdown. In just one minute, Joe Anderson answers a viewer’s question about Roth IRA contribution limits. Transcription: 0:22 “I’m 49 years old and...
View ArticleHow Are IRA Withdrawals Taxed?
In this week’s countdown question, Joe answers a viewer’s question about taxes on IRA (individual retirement account) withdrawals. Find out how they are taxed and if there are any loopholes around it.…...
View ArticleRetirement Investing Tips with Bobby Gahvari, CFP®
“Big Al” Clopine, CPA sits down with Bobby Gahvari, CFP® to discuss key investing tips for retirees. This includes taking on the right amount of risk, making sure you have a diversified… Read more The...
View ArticleWhat is a Roth Conversion?
Why should you convert money to a Roth IRA? Joe and Al break down the basics of a Roth conversion and explain the tax benefits associated with it. Key Points: 0:12 “What… Read more The post What is a...
View ArticleHow to Find Your Retirement “Number”
Joe answers a viewer’s question on how to find your retirement “number,” or how much money you need to retire comfortably. Find out the calculation in this short clip. 0:15 “Hi Joe… Read more The post...
View ArticlePadres Fans on Retirement Readiness
“Big Al” Clopine visits San Diego’s Petco Park to ask Padres fans about their retirement readiness. Some answers might surprise you! The post Padres Fans on Retirement Readiness appeared first on Pure...
View Article4 Steps to Get Out of Debt
Joe and Al go over four steps for getting out of debt. 1. Stop borrowing money 2. Create a realistic budget 3. Map out debt repayments 4. Stick to a plan The post 4 Steps to Get Out of Debt appeared...
View ArticleWhat to do if You’re Behind on Saving for Retirement
If you’re in your 50’s or 60’s and feel like you’re behind on saving for your retirement, don’t feel too discouraged. Joe and Al give you some last-minute tips to follow so… Read more The post What to...
View ArticleWhat is the Section 121 Exclusion?
Thinking of selling your primary residence, but worried about the tax burden? Section 121 of the Internal Revenue Code can help with tax savings, but you must meet the eligibility requirements. In…...
View ArticleWill the Roth IRA Ever Go Away?
In this week’s 60-second question countdown, Joe answers a viewer’s question: “With more people discovering the tax benefits of a Roth IRA, will the IRS ever take it away?” Find out in… Read more The...
View ArticleShould I Convert my IRA to a Roth IRA?
In this week’s 60-second countdown question, a viewer asks: “Should I convert any or all of my IRA to a Roth IRA?” Follow along as Joe gives a detailed answer in one… Read more The post Should I...
View Article5 Common IRA Beneficiary Form Mistakes
In this short video, Joe and Al discuss five of the most common mistakes people make with their IRA (individual retirement account) beneficiary forms. Find out why naming the trust as the… Read more...
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