Social Security Benefits: 6 Changes You Need To Know About To Retirement Income
Social Security is Changing in 2020, what you need to know this valuable source of retirement income. Written by Financial Planner LA.
Taxes Los Angeles
We’ve all heard it’s not what you make but what you keep. Minimizing your Tax bill is a great way to shore up your financial future. In this section of the best Financial Planner LA blog, we will share Los Angeles tax planning tips and cover other tax topics.
Does even thinking about taxes make you want to scream? Taxes don’t have to be so stressful. Los Angeles Financial Planner David Rae can help you take the stress of tax planning off your plate.
How to simplify your financial life? One way is to simplify your taxes and make some easy tax planning choices to keep more of your hard-earned money.
You will see blog posts and videos from National Shows like Nightline, E! News, The Today Show, NBC Nightly News to local News from KTLA, CBS, NBC, Fox 11 and ABC 7 eyewitness news.
You can improve your finances, and achieve financial freedom. We are here to help.
Live for Today, Plan for Tomorrow. Taxes will be due sooner than you think.
Maximize or Spend Your Tax Refund? What is the Smart Financial Move?
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
Tax Season Tips – Video Inside the Issues – Spectrum News LA
Filing your taxes doesn’t have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen.
ABC 7 News- Last Minute Tax Day Tips from Financial Planner LA
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
How to Know Expenses Are Tax Deductible When You Volunteer
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …
4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
Spectrum News Tips for Tackling This Tax Season
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
How Love And Marriage Will Change The Perfect LGBT Retirement.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
How to Maximize Your Tax Refund – Or Just Blow It?
Maximize Your Tax Refund – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it. David Rae Financial …
How to Know If You Should Pay Your Taxes with a Credit Card
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
RMD Tips: To Maximize Your Retirement Savings
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
Mega Millions Powerball Tips for Lottery Winners! VIDEO ABC 7 News
I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot. I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day. Powerball Tips for any winner. As …
Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
6 Simple Ways to Help Reduce Your Tax Fraud Risk
6 ways to reduce your risk of being a victim of tax fraud. This crime is on the rise and can be time consuming and costly.
Slash Your Tax Bill with these 6 Year End Money Moves
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
6 Tax Planning Moves Gay Couples Need To Make Now
LGBT couples face a unique set of Tax Planning Challenges. We share 6 tips to help gay couples lower their taxes before year end.
6 Retirement Planning Lies That Threaten Your Golden Years
6 Retirement Planning Lies that threaten your Golden years. Retirement often thought of as a far-off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement Planning …
3 Best Ways to Cash in on Life Insurance for Retirement
Should Cash Value Life Insurance be part of your retirement income plan? Financial Planner LA explains what you need to know.
The Million Dollar 401(K) Mistake Too Many People Make
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you it could lower you 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
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 …
