As we approach the year’s end, we at Pure Portfolios want to take a moment to thank you for your trust and partnership in 2024….
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Pure Portfolios’ 2024 Client Letter
Tapping $100,000 of Retirement Income Tax Free
Minimizing taxable income in retirement is an Olympic sport for financial advisors. Roth conversions, charitable giving, asset location, tax-free bonds, being mindful of IRMAA brackets, etc. These are all part of a sound, comprehensive financial plan. There’s a lesser-known lever...
read morePure Portfolios’ 2024 Reading List
“Books and doors are the same thing. You open them, and you go through into another world.” – Jeanette Winterson, English author I’ve asked the…
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