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  • What To Need Know About The Roth Solo 401(k) Now
    by David Rae on January 9, 2025 at 8:02 pm

    How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn't love tax free income. The post What To Need Know About The Roth Solo 401(k) Now first appeared on Financial Planner Los Angeles. The post What To Need Know About The Roth Solo 401(k) Now appeared first on Financial Planner Los Angeles.

  • Smart Ways to Protect Your Finances From Fires Video ABC 7 News
    by David Rae on January 8, 2025 at 4:45 pm

    How would your finances hold up if you were the victim of a natural disaster like the California Wildfires? Financial Expert David Rae is in the studio with David One and Coleen Sullivan on ABC 7 Eyewitness News Los Angeles ... The post Smart Ways to Protect Your Finances From Fires Video ABC 7 News first appeared on Financial Planner Los Angeles. The post Smart Ways to Protect Your Finances From Fires Video ABC 7 News appeared first on Financial Planner Los Angeles.

  • Tips for Smart Financial New Years Resolutions via KTLA Money Smart
    by Steven Rae on December 1, 2024 at 4:01 pm

    Make 2024 the year you get your financial house in order—new YEars Resolutions. The post Tips for Smart Financial New Years Resolutions via KTLA Money Smart first appeared on Financial Planner Los Angeles. The post Tips for Smart Financial New Years Resolutions via KTLA Money Smart appeared first on Financial Planner Los Angeles.

  • How to Know Expenses Are Tax Deductible When You Volunteer
    by 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 Bill
    by 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.

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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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