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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 Harvesting
    by 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 Penalty
    by 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 California
    by 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 IRA
    by 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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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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