David Rae David Rae's stories.
- How Does California Tax Your Social Security Benefits?by David Rae, Contributor on March 20, 2025 at 6:54 pm
If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits.
- Don't Forget About State Taxes When Making Roth Conversionsby David Rae, Contributor on March 19, 2025 at 12:33 am
Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the tax drag on your retirement income.
- Financial Planner Shares How To Get More Joy From Your Travel Spendingby David Rae, Contributor on March 17, 2025 at 5:00 pm
Want to stretch your travel spending and get more joy and happiness when traveling? We share 5 tips to bring more financial happiness into your life.
- What Is A Cash Balance Plan? Here's How It Works Towards Retirementby David Rae, Contributor on March 14, 2025 at 5:00 pm
As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How much could a cash balance plan save you?
- How Business Owners Can Benefit From The Mileage Tax Deductionby David Rae, Contributor on March 12, 2025 at 10:39 pm
Proactive tax planning is a great way to ensure you increase your take-home pay without working more hours or adding more clients. Don't miss the mileage tax deduction.
Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- What Happens When You Inherit A House In Californiaby David Rae on March 20, 2025 at 4:52 pm
New laws change what it means to Inherit a home in California. What you need to know. The post What Happens When You Inherit A House In California first appeared on Financial Planner Los Angeles. The post What Happens When You Inherit A House In California appeared first on Financial Planner Los Angeles.
- The Best Time To Convert Your 401k To A Roth IRAby David Rae on March 11, 2025 at 4:04 pm
Who doesn’t love tax-free income? When you retire with assets in a Roth IRA or Roth 401(k), you will be able to take retirement income from these accounts without getting hit with income taxes. That being said, there are a ... The post The Best Time To Convert Your 401k To A Roth IRA first appeared on Financial Planner Los Angeles. The post The Best Time To Convert Your 401k To A Roth IRA appeared first on Financial Planner Los Angeles.
- 6 Great Ways To The Most Tax-Free Income In Retirementby David Rae on February 26, 2025 at 10:21 pm
I am excited to share this video produced by Forbes.com, which features Financial Planner LA David Rae sharing 6 ways to get even more tax-free income in retirement. Click here to WATCH VIDEO I’ve never met anyone who loves paying ... The post 6 Great Ways To The Most Tax-Free Income In Retirement first appeared on Financial Planner Los Angeles. The post 6 Great Ways To The Most Tax-Free Income In Retirement appeared first on Financial Planner Los Angeles.
- 20 Amazing Tax Deductions For California Small Businessesby David Rae on February 22, 2025 at 3:44 pm
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners. The post 20 Amazing Tax Deductions For California Small Businesses first appeared on Financial Planner Los Angeles. The post 20 Amazing Tax Deductions For California Small Businesses appeared first on Financial Planner Los Angeles.
- Los Angles Home Equity Line Tax Deductions. Is My HELOC Tax Deductible?by David Rae on February 8, 2025 at 3:27 pm
After the newish GOP Tax Plan took effect in 2018, many people are wondering, “Can I still deduct my home equity line of credit? Should I refinance to make it tax-deductible again?” Or just “How do I know if I ... The post Los Angles Home Equity Line Tax Deductions. Is My HELOC Tax Deductible? first appeared on Financial Planner Los Angeles. The post Los Angles Home Equity Line Tax Deductions. Is My HELOC Tax Deductible? appeared first on Financial Planner Los Angeles.
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