Do You Really Need a Financial Advisor financialplanning

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=sKUgZ9Rj-Fg

Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment • Office locations: https://bit.ly/PureLocations • Ask Joe Big Al On Air: https://bit.ly/AskJoeAndBigAl • Subscribe: http://bit.ly/YMYW-YT • Follow the YMYW podcast: https://lnk.to/ymyw • The value of a financial advisor (aka “Advisor’s Alpha”) and a discussion of target date funds with Don Bennyhoff from Vanguard, estate planning and the difference between a will and a trust, and Joe and Big Al answer emails on Roth conversions, taxation on day-trading stocks, tax write-offs on retirement contributions, and why some great companies have low stock prices. Plus, the fellas discuss a recent survey where millennials said they’d rather disclose a sexually transmitted disease to a potential partner than to reveal their debt. Original publish date February 11, 2017. Note that content may be outdated as rules and regulations have changed. • Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. • • 00:00 - Intro • 01:00 - Young Americans Would Rather Disclose Their STDs Than Their Debt • 12:11 - The Importance Of An Estate Plan: Estate Planners 11 Tips for the New Year • 26:47 - Should I Convert to Roth as Quickly As Possible or Over Time? • 32:41 - Interview with Vanguard Senior Investment Strategist Don Bennyhoff on Target Date Funds and Advisor's Alpha • 48:00 - How will my profits and loss from day trading be taxed at the end of the year? • 50:46 - Can I still deduct a maximum amount of taxes on a traditional IRA if I contribute to a 401(k) plan? • 55:51 - What is the best way to leave retirement accounts to children and minimize our RMD tax implications? • 1:00:43 - Why do some companies have a lower stock price than other, less profitable companies? • IMPORTANT DISCLOSURES: • • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your 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. As rules and regulations change, content may become outdated. • • 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. • CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. • CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. • #financialplanning #retirementplanning #investing

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