In our Big Winter Update, Chris Cordoba shares key takeaways from the latest Ed Slott Elite IRA Advisor Group conference—covering IRA rule changes, tax planning opportunities, beneficiary pitfalls, and practical next steps for affluent California retirees.

Rolling over your old 401(k) or 403(b)? One wrong move could quietly cost you thousands in unnecessary taxes and penalties — especially in California’s high-tax environment.

Learn how Secure Act 2.0 could change your retirement strategy — including RMD timelines, Roth opportunities, catch-up contributions, inherited IRA rules, and more. In this session, we break down the key updates you need to know and how they may impact your taxes, income plan, and long-term retirement outlook.

IRA and 401(k) RMD rules have changed — and California retirees are feeling the impact more than ever. This session is packed with actionable insights for retirees, pre-retirees, and anyone planning to pass assets efficiently to spouses or adult children.

California Retirement Advisors presents a one-time-only unique online workshop with special guest Ed Slott CPA, Author, and IRA Expert, who will help provide a complete action plan to help you learn how to help make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need them most...Retirement!