David Rae David Rae's stories.
- How To Get The Biggest Tax Savings On Year-End Charitable Donationsby David Rae, Contributor on December 17, 2024 at 12:17 am
Looking to donate to charity by year end? Here is how to get the biggest tax saving from your donations via the QCD Tax Planning Strategy.
- How Big Will The Raise Be For Social Security In 2025?by David Rae, Contributor on December 8, 2024 at 1:00 pm
While inflation has been easing downward, it has still been pinching retirees’ budgets. Will retirees still be getting a big raise via their Social Security Cola?
- 2024 Solo 401(k) Contribution Deadlines And Dates To Knowby David Rae, Contributor on December 4, 2024 at 4:00 pm
Deadlines and how to get tax savings from the Solo 401(k) as a business owner.
- The New 2025 HSA Contribution Limits Explainedby David Rae, Contributor on December 2, 2024 at 8:59 pm
The new 2025 HSA contribution limits have been announced. Here's what you need to know to save money on taxes and pay for healthcare.
- Sandwich Generation: Are You Prepared To Care For Your Parents?by David Rae, Contributor on November 27, 2024 at 3:30 pm
As we age, our parents may need more help and care. Are you prepared to be part of the sandwich generation, caring for your own children and your parents?
Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- How to Know Expenses Are Tax Deductible When You Volunteerby David Rae on December 1, 2024 at 2:04 pm
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free ... The post How to Know Expenses Are Tax Deductible When You Volunteer first appeared on Financial Planner Los Angeles. The post How to Know Expenses Are Tax Deductible When You Volunteer appeared first on Financial Planner Los Angeles.
- 6 Tax Stragies To Slash Your 2024 Taxes Billby David Rae on November 18, 2024 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 Stragies To Slash Your 2024 Taxes Bill first appeared on Financial Planner Los Angeles. The post 6 Tax Stragies To Slash Your 2024 Taxes Bill appeared first on Financial Planner Los Angeles.
- Fiduciary Financial Planner- The True Value Of Great Adviceby David Rae on November 15, 2024 at 5:43 pm
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say ... The post Fiduciary Financial Planner- The True Value Of Great Advice first appeared on Financial Planner Los Angeles. The post Fiduciary Financial Planner- The True Value Of Great Advice appeared first on Financial Planner Los Angeles.
- Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?by David Rae on November 3, 2024 at 3:16 pm
The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy. The post Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes? first appeared on Financial Planner Los Angeles. The post Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes? appeared first on Financial Planner Los Angeles.
- Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Todayby David Rae on October 18, 2024 at 5:45 pm
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments. The post Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today first appeared on Financial Planner Los Angeles. The post Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today appeared first on Financial Planner Los Angeles.
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