New OBBBA Rules For $1M+ Californians: How To Cut Lifetime Retirement Taxes
Discover how the new One Big Beautiful Bill Act reshapes tax deductions, retirement income, and estate rules — and what smart Californians with $1M–$10M+ portfolios are doing right now to save thousands.
Before You Roll Over Your 401(k): The 6 Options You Need to Know For 2025
Before you move your retirement savings, understand the six rollover choices that can save—or cost you thousands in taxes, penalties, and missed opportunities.
Since 1997, California Retirement Advisors has helped successful Californians navigate every market cycle with a coordinated team of CFP® professionals and CPAs. We reject Wall Street’s one-size-fits-all model, focusing instead on tax-efficient, personalized strategies that align your wealth with your life — so you can live the life you CRAve.
Since 1997, California Retirement Advisors has helped successful Californians navigate every market cycle with a coordinated team of CFP® professionals and CPAs. We reject Wall Street’s one-size-fits-all model, focusing instead on tax-efficient, personalized strategies that align your wealth with your life—so you can live the life you CRAve.
Before You Roll Over Your 401(k): The 6 Options You Need to Know For 2025
Before you move your retirement savings, understand the six rollover choices that can save—or cost you thousands in taxes, penalties, and missed opportunities.
Since 1997, California Retirement Advisors has helped successful Californians navigate every market cycle with a coordinated team of CFP® professionals and CPAs. We reject Wall Street’s one-size-fits-all model, focusing instead on tax-efficient, personalized strategies that align your wealth with your life — so you can live the life you CRAve.
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Copyright © 2025, Ed Slott and Company, LLC Repurposed from Ed Slott's YouTube Channel, 09/08/25, with permission. https://www.youtube.com/watch?v=aoR8m_BAdJI, Ed Slott and Company, LLC takes no responsibility for the current accuracy of this video.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, a SEC registered investment advisor. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CA Insurance license #0B09076. This content is developed from sources believed to be providing accurate information and provided by California Retirement Advisors. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. California Retirement Advisors, nor any of its members, are tax accountants or legal attorneys and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
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The content and views expressed in this video are those of Ed Slott and Company and not that of California Retirement Advisors or Mutual Securities, Inc. Ed Slott and Company is not affiliated with California Retirement Advisors or Mutual Securities, Inc.