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- How To Use A Mega Backdoor Roth For Maximum Tax Free Retirement Income
by David Rae, Contributor on April 21, 2026 at 5:56 pmIf you are worried about taxes in retirement, you aren't alone. The Mega Backdoor Roth may help you reduce the risk of taxes ruining your retirement.
- How The Buy, Borrow, Die Strategy Helps The Wealthy Cut Taxes
by David Rae, Contributor on April 7, 2026 at 6:18 pmLearn how the buy, borrow, die strategy lets wealthy investors access cash, manage taxes and use securities‑backed credit lines without selling assets.
- How A Qualified Charitable Distribution Creates Big Tax Savings
by David Rae, Contributor on March 30, 2026 at 7:45 pmWant even bigger tax savings from your donations to charity? Don't let your financial advisor skip telling your abou the QCD tax strategy.
- How To Build A 10-Million-Dollar 401(k) From A Wealth Manager
by David Rae, Contributor on March 26, 2026 at 6:00 pmDream of a fabulous retirement? How to actually build a $10 million 401(k) from a top wealth manager all while saving taxes and building finanical freedom.
- Readers Ask: Is $10 Million Enough For A Comfortable Retirement?
by David Rae, Contributor on March 17, 2026 at 10:07 pmYou may be wondering if you could fund you dream retirement with $10 million. According to a financial planner it depends on a variety of factors. What you need to know.
Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
by David Rae on March 19, 2026 at 1:57 pmLooking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution ... The post Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income first appeared on Financial Planner Los Angeles.
- How to Transfer California Property Tax Base from Old Home to Newby David Rae on January 31, 2026 at 2:41 pm
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 post How to Transfer California Property Tax Base from Old Home to New first appeared on Financial Planner Los Angeles.
- 6 Tax Strategies To Slash Your 2025 Income Taxesby David Rae on November 17, 2025 at 11:26 pm
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. ... The post 6 Tax Strategies To Slash Your 2025 Income Taxes first appeared on Financial Planner Los Angeles.
- How To Lower Your Small Business Taxes With a Solo 401(k)by David Rae on November 10, 2025 at 2:50 pm
It isn't how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021. The post How To Lower Your Small Business Taxes With a Solo 401(k) first appeared on Financial Planner Los Angeles.
- What Is The Maximum Social Security Retirement Income For 2026?by David Rae on November 1, 2025 at 1:14 pm
Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA. The post What Is The Maximum Social Security Retirement Income For 2026? first appeared on Financial Planner Los Angeles.
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