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 9, 2018

Jobs Push Stocks Up – July 9, 2018

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ increased 2.37%.  International stocks in the MSCI EAFE were up as well by 0.56%. Read More
July 9, 2018

Countdown to Retirement: A Five-Year Plan

For most of your working life, it wasn’t exactly a pressing concern. You might have pondered it for a few minutes as you skimmed your company’s benefits handout, checking to see if your new glasses were covered or if you’ll be reimbursed for your gym membership. Retirement was more like a vague, distant concept rather than something that would actually happen one day. 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 9, 2018

Determining Tax on Roth IRA Distributions in 5 Easy Steps

What are the ordering rules? Roth IRA distributions can consist of contributions, converted funds and earnings – or any combination of the three. To determine what your distribution is, you must use "ordering rules" which dictate the order in which these categories of Roth IRA money must be withdrawn. All Roth IRAs are considered one Roth IRA for ... 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.

Is Your Retirement In Order?
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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!