Thank you for requesting your copy of The Bucket Plan Book. We will be in touch to learn where you would like it sent. In the meantime, you may immediately download the planning article on this topic for free, "Putting IRAs into a Bucket Plan," a featured article written by CERTIFIED FINANCIAL PLANNER™, Christian Cordoba, and published in the nationally recognized newsletter to financial practitioners by Ed Slott, CPA.
Featuring Christian Cordoba, CFP®
Are you or someone you know, concerned financially about retirement? For immediate questions or assistance, please contact our office at 310.643.7472, or continue reading to find out how to learn more about the The Bucket Plan® process!
- Do you know how much your retirement will cost?
- Have you considered how you will pay for it?
- Do you know how to generate the income you'll need from your investments?
- Have you considered the taxes owed on your 401(k), IRA, 403(b), 457, Annuity or other retirement accounts?
- Do you know if you will have enough to maintain your lifestyle even if we go through another recession?
At California Retirement Advisors, we can help you answer these questions, using the The Bucket Plan Process. Watch the 3 minute video below to learn more about The Bucket Plan and how you may benefit by structuring your savings for "Now," "Soon" and "Later" goals to protect your assets and lifestyle for yourself and your family.
Complimentary Q&A Session with a CERTIFIED FINANCIAL PLANNER™ to Learn How To Design Your Bucket Plan Today!
If you are retired or about to retire and are a CRA Client, have been referred to us by an existing CRA Client or have attended one of our educational workshops and have $500,000 or more in retirement investments, register today for a complimentary, no obligation, one-on-one 30-minute Bucket Plan Introduction presentation by phone and/or computer to learn more. We will explain the process and answer any questions you may have to learn how to design your bucket plan toward a secure retirement.
Click below to schedule a convenient time that works for you!
Meet Christian Cordoba, CERTIFIED FINANCIAL PLANNER™
With financial service experience since 1989, Cordoba provides a holistic and centralized financial planning solution to help proactively anticipate your needs and navigate your retirement journey with expertise and professionalism. He is an active member of Ed Slott’s Master Elite IRA Advisor GroupSM, an exclusive membership group dedicated to the mastery of advanced retirement account (IRA, 401k, 403b, 457, TSP) and tax planning laws and strategies. Local, national and industry media regularly call on Cordoba’s retirement expertise as a media resource, including past appearances with CNBC, Investor’s Business Daily, Consumer Reports and The Wall Street Journal. He specializes in financial bucket planning strategies to help people protect their IRA, 401(k) and other assets for and during retirement.