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!