Rich People ROTH – For Those With Too Much Income
Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …
Retirement Planning Los Angeles
You have found the Retirement Planning Section of the Financial Planner Los Angeles blog. Whether you are looking for expert advice from a Financial Planner Near Me in LA, or are reading from across the globe were provide you a variety of articles covering LA Retirement Planning topics.
Whether you are just getting started or about to retire you will find useful information on this site. We cover how to maximize your 401(K), how to minimize your taxes. Small Business owners can learn how to slash their tax bills and play catch up for retirement. I write about how anyone can retire a millionaire. Learn how to reduce your retirement planning stress by making smarter financial decisions over time. And when the time comes we will even help you with Social Security Maximization.
Our posts are written with an LGBT Flair but the advice is applicable for anyone who wants to achieve their retirement planning goals faster and easier.
Live For Today, Plan for Tomorrow.
You’re 50 – Now is the time to Get Serious About Retirement Planning!
Going on Fifty Facing Retirement. What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …
How to Lower Your LA Retirement Planning Stress
Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …
6 Inherited IRA Mistakes That Will Crush Your Inheritance
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
Coronavirus Hits Los Angeles – Should Your Change Your Retirement Plan Now?
Willl Coronavirus change your Los Angeles retirement plan? Shoul you adjust your financial plan due to the pandemic?
How to Maximize your Pension Lump Sum or Lifetime Income
How to Maximize Your pension: Lifetime income or Pension Lump Sum Payment which is best for you? Pension Buyouts: Lump ‘em or Leave ‘em? As the number of companies shedding their pension liabilities rises, employees are often left in a quandary …
ROTH IRA or ROTH 401k Which is Best Retirement Account?
Which is Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans. The bad …
What You Need to Know About Your Retirement Plan Now
Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.
Who Will Provide Long-Term Care For LGBT Retirees?
Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
How to Transfer California Property Tax Base from Old Home to New
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
The More ROTH IRA the Better: Financial Advice to Break Part 2
Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best …
How a 40 Year Old Can Retire a Millionaire via Financial Planner LA
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
Will The GOP Kill The 401(k) Tax Deduction Video NBC Nightly News
Is the GOP Killing 401(K) Tax Deduction? What will this mean for your financial security in retirement? Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be aware your taxes may still go …
How to Choose the Best Retirement Plan for your Small Business
How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower your tax bill. Business owners like you are so …
Fiduciary Financial Advice Does it Really Matter? + Video
For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …
What you need to know about Every type of Retirement Account NOW
“What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends? I’m going to cover the basics of each type of account to help clear the …
Click the link above, Enter your email to join Financial Planner LA and join the thousands of people who have downloaded their FREE copy of 10 Big Tips To Get Your Financial House In Order. Tired of feeling overwhelmed when looking …
Golden Girls Financial Issues Spotlight on Women
Golden Girls Financial Issues Spotlight on Women Golden Girls Retirement Plan, Part 4 Retirement Is a Women’s Issue Pop Quiz: What’s better for your bottom line, a dead spouse or an ex-spouse? Wine Tasting with real-life Golden Girls A few …
Fabulous Millennials How Many Millions for Retirement?
Millennial Retirement, how many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement while inflation-plagued younger Millennials (DOBs in the …
Golden Girls Blanche Deveraux Retirement Plan Part 3
By pooling their resources as housemates, Golden Girls’ hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose, and Sophia keep on living the good life through retirement. Television’s Golden Girls continue to give us a great run for the money …
