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Brad Stark

Personal Finance, Retirement, Investing
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“With over 20 years of experience in the financial industry, Brad Stark specializes in helping clients through challenging times with his integrated approach allowing clients to feel more confident in their financial future today.”
Firm:

Mission Wealth

Job Title:

Founder

Biography:

Brad Stark is a Principal and Co-Founder of Mission Wealth which has been recognized as one of America’s “Top Wealth Managers” for the past nine years. Brad is a member of the firm’s Executive Management and Investment Committees and is responsible for the firm’s client fulfillment process. It is his visionary excellence in the financial industry that drives the strategic direction of the firm.

Brad graduated from University of California, Santa Barbara with a Bachelor of Arts in Business Economics and later completed a Masters of Science in Financial Planning from College of Financial Planning. After completing his undergraduate education, John Hancock, one of the oldest and largest financial firms in the nation, recruited him into the financial industry. He was later asked to join the company’s high net worth division, “Signature Financial Network,” where he went on the “lecture circuit” talking about estate and investment planning. In 2000, Brad co-founded Mission Wealth, a firm built on the foundation of providing comprehensive, objective and independent advice to high net worth families. With twenty years of experience, Brad was named by the Pacific Coast Business Times as a “Top 40 Under 40”business leader in 2004 and has been recognized annually in “Who’s Who In Banking and Finance” edition since 2005. In 2011, Brad was ranked as one of America’s “Top 100 B/D Advisors” by Registered Rep magazine.

Since 1993, Brad has been a sought-after speaker on various financial topics for both public and private organizations, including: Northrop Grumman, Hughes Aircraft, McDonnell Douglas, the County of Los Angeles, Lockheed Martin, University of Southern California, Screen Actors Guild and the Charles Schwab 2007 Leadership Meeting. Brad has also been an adjunct professor for the California State University system teaching corporate finance at the California State University Channel Islands campus.

Born and raised in Los Angeles, Brad and his wife, Tammy, have enjoyed living in Westlake Village for the past fifteen years. His interests include travel, golf, sports and music.

Education:

BA, Business Economics, University of California, Santa Barbara

CRD Number:

2311807

All Articles
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October 2017
September 2017
    Estate Planning, End of Life
September 2017
    Marriage / Divorce, Personal Finance
September 2017
    Real Estate
October 2017
    Retirement Living, Retirement Savings, Retirement

All Answers
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    Financial Planning, Retirement, Annuities, Taxes
Would converting my entire 403(b) into immediate annuities satisfy required minimum distributions?
100% of people found this answer helpful

Yes, that would satisfy your RMD requirements.  I am assuming all 403b money is pretax and there is no Roth component.  All distributions will be subject to marginal taxes.  There are several big considerations.

1. You lose the ability to ever tap into the account for more funds is you need money above the distribution.

2. Over time, inflation will eat into this fixed payment for purchasing power.

3. Typically your heirs will receive nothing unless you pick a lower payment that has continuation of benefits.

If this is the bulk of your retirement dollars, think twice before putting it all in one contract where you lock yourself into a situation you can't modify.

January 2019
    401(k), IRAs
I transferred money from my 401(k) to my Roth 401(k) in error; can I move the funds back without penalty?
January 2019
    Debt
Do I have to report money repaid to me that I loaned to a family member?
17% of people found this answer helpful
January 2019
    Retirement, Investing, Choosing an Advisor, IRAs, Income Tax
Should I move my investments if I change my state of residency?
0% of people found this answer helpful
January 2019
    Real Estate, Taxes
Can my spouse and I claim expenditures for rehabbing our rental property when we file our tax return if the property did not sell in the year we paid for the expenses?
100% of people found this answer helpful
January 2019