We specialize in helping plan, manage and monitor your retirement wealth.

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Retirement
Planning
STEP 1: Create
  • Determine
  • Diagnose
  • Develop
  • Decide
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Wealth
Management
STEP 2: Implement
  • Income
  • Investments
  • Insurance
  • Inheritance
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Progress
Reviews
STEP 3: Monitor
  • New Year
  • Mid-Year
  • Year-End
  • As Needed
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Recent Posts

July 16, 2018

Special Report: Quarterly Update – July 16, 2018

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market’s close on Friday, July 13, the S&P 500 was above 2,800 for the first time since .... Read More
July 16, 2018

How To Turn Your Retirement Into A Great Second Life

There is a love/hate relationship that goes on with Americans and their jobs. We talk about the day we can retire yet research has shown the average American will put in 47 hours a week for more than 50 years. While many do enjoy the time to relax and “do nothing,” there is a handful who still hunger to be busy and productive. Merrill Lynch and Age Wave ... Read More
June 19, 2018

Don’t Panic

The sudden stock market drop of February 2018 took many investors by surprise. The U.S. Dow fell 7%. Other world markets also tumbled: Japan’s Nikkei by 4.7%; Hong Kong stocks, 5.1%; and London’s FTSE 100, nearly 2%. One day after the notorious plunge, the market surged 381 points, but by close of the same day, the increase had disappeared. Read More
July 16, 2018

4 Requirements of a See-Through Trust

To qualify as what the IRS refers to as a "see-through" trust for IRA distribution purposes, the trust must meet the following four requirements outlined in Regulation Section 1.401(a)(9)-4, A-5 Read More
May 3, 2018
Chris Cordoba Guest IRA Expert - Ed Slott

Putting IRAs into a Bucket Plan

Christian Cordoba is featured as a Guest IRA Expert in Ed Slott's IRA Advisor Newsletter discussing special considerations with IRAs in a bucket plan. Read More

Retirement is a Journey, Not a Destination.

Travel With Confidence.

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Chart Your Retirement Journey Today!

At California Retirement Advisors (CRA) we are dedicated to providing personal retirement plans and wealth management services to help meet the multifaceted financial demands of retirement today. Navigating the financial challenges to help ensure a safe journey requires the organization and integration of your income, investment, insurance and inheritance planning needs by a team of trusted advisors.

If you don’t have the time, knowledge or desire to do it on your own, and want to learn more about our retirement planning services, call 310.643.7472 or Contact Us to request a consultation today!