Preserve your retirement wealth with savvy tax considerations during our webinar "The Six Rollover & Tax Options To Know with Your Old 401(k)"

Discover the 5 options many financial advisors never tell you about and the 1 option they usually do (so they can get paid).

Why you should attend

1. SAVE ON TAXES

Learn which rollover option may cause you to pay, postpone, or save on taxes.

2. MINIMIZE RISK AND FEES

Discover pros & cons that aren't normally communicated as you make critical "rollover" decisions with one of your largest financial assets.

3. EXPERT GUIDANCE

Get insights from a 30+ year licensed financial advisor and a CERTIFIED FINANCIAL PLANNER PROFESSIONAL who specializes in retirement.

Register now to receive a replay, even if you can't attend live!

Wednesday, October 23

11:00 AM

Session Topics

taxation

Discover advantages and disadvantages when rolling your old 401(k), 403(b), 457, or Thrift Savings to an IRA, Roth IRA or other company plan.

portfolio strategies

Learn the six rollover and tax options many financial advisors never tell you about, and how choosing the right one can benefit you most!

avoiding mistakes

Know how to do a rollover properly and avoid costly mistakes with your rollover that could cost you thousands over your lifetime.

Christian Cordoba

Founder & Financial Life Manager | CFP™, RFC®, CFS

With over 30 years of experience, Chris Cordoba specializes in helping successful individuals grow and protect their wealth, focusing on simplifying financial management complexities. He enables clients to focus on enjoying life while he handles their strategic financial needs. Chris has deep, holistic knowledge of financial planning and is highly skilled in navigating the intricate tax system and evolving financial regulations, ensuring clients’ assets are efficiently managed.

Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, an 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 is provided for information only, the opinion expressed in the presentation is that of the presenter and not necessarily that of Mutual Advisors or its affiliates. Ed Slot is not affiliated with Mutual Advisors, LLC or Mutual Securities, Inc.

Please complete the form below to register for the online workshop. We will send out a replay of the workshop if you can't make it at the scheduled time.