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  • How to Transfer California Property Tax Base from Old Home to New
    by 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. The post How to Transfer California Property Tax Base from Old Home to New appeared first on Financial Planner Los Angeles.

  • 6 Tax Strategies To Slash Your 2025 Taxes
    by 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 Taxes first appeared on Financial Planner Los Angeles. The post 6 Tax Strategies To Slash Your 2025 Taxes appeared first on Financial Planner Los Angeles.

  • Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income
    by David Rae on November 15, 2025 at 2:57 pm

    Looking 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. The post Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income appeared first 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. The post How To Lower Your Small Business Taxes With a Solo 401(k) appeared first 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. The post What Is The Maximum Social Security Retirement Income For 2026? appeared first on Financial Planner Los Angeles.

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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.

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