Are you blindly depositing money into your retirement accounts, but have no idea how to make the most of your investments? Financial professionals Joe Anderson and Alan Clopine take you through the steps to reenergize your IRA. From Roth IRA backdoor door conversions to qualified charitable distribution or QCD, they’ll guide you through the steps to help you make the most of your retirement funds.

Important Points:
(00:59) – Average retirement account Balances

(01:51) – Reenergize Your IRA
-ABC’s of IRAs
-Maximizing Your Contributions
-Saving Taxes in Retirement
-Recent Changes

(02:42) – Who Can Contribute to an IRA?

(04:04) – How Much You Can Contribute to an IRA and 401(k)?

(06:26) – What Investments are Available for an IRA?

(10:33) – Potential Contributions to Both a 401(k) and IRA

(12:00) – Future Retirement Savings at Maximum Contributions

(12:59) – Tax Savings Strategies

(17:50) – Qualified Charitable Distribution – Donating Directly to Charity from Your IRA

(20:05) – Required Minimum Distributions (RMD)

(22:30) – Ask the Experts

(24:00) – Pure Takeaway: IRA Recall
-ABC’s of IRA
-Max Out Your IRA
-Tax Savings Strategies
-Recent Changes

Schedule a free assessment with any one of our CFP® professionals, either online or at one of our financial planning offices in San Diego, Brea, Irvine, and Woodland Hills, California:

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors….(read more)

LEARN MORE ABOUT: IRA Accounts

CONVERTING IRA TO GOLD: Gold IRA Account

CONVERTING IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA