David Rae David Rae's stories.
- 8 Investing Mistakes To Avoid Making After Trump’s Crushing Tariffsby David Rae, Contributor on April 7, 2025 at 4:31 pm
We will have to wait and see how this tariff situation plays out. I'd hate for you to make one of these 8 investing mistakes that could kill your financial security.
- Here’s What It Takes For You To Securely Retire At 60by David Rae, Contributor on April 3, 2025 at 6:00 pm
Are you on track for a fabulous retirement by age 60? Here is what you need to do to prepare for an early retirement.
- How Anyone Can Easily File For A 2024 Tax Extensionby David Rae, Contributor on April 1, 2025 at 4:24 pm
If you are running behind when it comes to filing your 2024 taxes, should file for a tax extension. This can help you avoid rushing and making costly tax mistakes.
- 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 Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- How Gay Couples With High Incomes Avoid The Marriage Tax Penaltyby David Rae on April 9, 2025 at 8:33 pm
Tax planning is a major part of LGBTQ Wealth Management. Gay financial advisor David Rae outlines how to minimize the pain of the gay marriage penalty. The post How Gay Couples With High Incomes Avoid The Marriage Tax Penalty first appeared on Financial Planner Los Angeles. The post How Gay Couples With High Incomes Avoid The Marriage Tax Penalty appeared first on Financial Planner Los Angeles.
- 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.
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