David Rae David Rae's stories.
- How To Max Your Tax-Free Income And Get $70,000 Into A Roth IRA Nowby David Rae, Contributor on May 19, 2025 at 5:40 pm
Keep reading as we share how you can save $70,000 or more into your Roth account now and every year going forward to maximize your tax-free retirement income.
- Can You Open A 401(k) Without An Employer? What You Need To Know Nowby David Rae, Contributor on May 5, 2025 at 6:00 pm
No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one.
- 9 Fabulous Financial Moves To Make In Your 40sby David Rae, Contributor on April 30, 2025 at 4:51 pm
Your 40s are all about maximizing your earnings, minimizing taxes and setting yourself up for financial independence. Here are nine fabulous moves to make now.
- 3 Tax Strategies To Benefit From Trump’s Tariff Stock Market Sell-Offby David Rae, Contributor on April 23, 2025 at 3:57 pm
The stocks market has dropped into correction territory after Trump announced his draconian tariffs. This could create some fabulous tax planning opportunities.
- 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.
Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- How To Fabulously Pay Fewer Taxes With Tax-Loss Harvestingby David Rae on April 23, 2025 at 10:42 pm
As Trump appeared to be determined to ruin the U.S. economy, if not the economic prosperity of the entire world, the least I can do is share a valuable tax planning strategy with you, to help at least get some ... The post How To Fabulously Pay Fewer Taxes With Tax-Loss Harvesting first appeared on Financial Planner Los Angeles. The post How To Fabulously Pay Fewer Taxes With Tax-Loss Harvesting appeared first on Financial Planner Los Angeles.
- 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.
- 3.8% Obamacare Medicare Surtax and How to Avoid It.by David Rae on March 27, 2025 at 1:00 pm
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill. The post 3.8% Obamacare Medicare Surtax and How to Avoid It. first appeared on Financial Planner Los Angeles. The post 3.8% Obamacare Medicare Surtax and How to Avoid It. 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.
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