Chris Cooper

Retirement, Taxes, Lifestage Based Planning
“With over 15 years of experience in the financial world, Chris Cooper writes books, speaks and consults on the most pressing issues seniors and baby boomers face.”

Chris Cooper & Company

Job Title:



Chris Cooper is a passionate advocate for people trying to meet the often crushing costs of medical care. He found his passion early on, while working in nursing homes and hospitals. After completing paramedic training and obtaining a nursing degree, he pursued his interest in how people could finance health care, primarily acute care. He realized that chronic long-term care leads to financial devastation for many people, especially retirees.

Chris is a professional fiduciary licensed with the state of California. As a professional fiduciary, Chris works with seniors, disabled individuals and others who can’t manage their affairs on their own. He assists them with everything from day-to-day financial issues to investment and estate management. Chris is also the founder of Eldercare Advocates, which provides geriatric care management and long-term-care consulting. 

Chris holds a Masters of Science in financial services with specialization in estate planning and a graduate certificate in Gerontology. He is a CERTIFIED FINANCIAL PLANNER™ certificant and is enrolled to practice in audit and administrative proceedings before the Internal Revenue Service and state and local taxing authorities.

Chris is a member of the National Association of Personal Financial Advisors, and an associate member of the California Society of CPA’s, the Los Angeles County Bar Association, and the San Diego County Bar Association. 

Chris has been a regular guest on CNBC, and is regularly quoted in newspapers and magazines nationwide. 


MSFS, American College

Fee Structure:



Licensed by the California Fiduciary Bureau

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July 2017
    Estate Planning, End of Life
September 2017
November 2017
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All Answers
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    International / Global, Taxes
Are there any tax implications I am required to execute for receiving payments for foreign transactions?
100% of people found this answer helpful

Your payment received would be self employment income, subject to the self employment tax, federal income tax, state income tax (if your state has one), and possibly city income taxes  in your city of residence (if your city has one). This because you as an individual are on a cash basis.

Contact a CPA or Enrolled Agent who is competent in this matter. You will want to reserve about 50% of this payment all these taxes.


September 2018
    IRAs, Taxes
If I missed the deadline for my 2017 required minimum distribution (RMD) but did withdraw in January 2018, do I include the RMD as income in my 2017 or 2018 tax filing?
60% of people found this answer helpful
March 2018
    Choosing an Advisor, Taxes
How do I find the right financial advisor for me?
50% of people found this answer helpful
May 2018
    Retirement, Annuities, IRAs, Taxes, End of Life
I received money from my sister's annuity after she passed and it went into an IRA of mine; how do I transfer half of this amount to a sibling?
50% of people found this answer helpful
last month
    Debt, Retirement, Real Estate
Should I withdraw from my retirement funds to help my son purchase a home?
44% of people found this answer helpful
August 2017