David Rae David Rae's stories.
- Are Tax Planning And Tax Preparation Actually The Same Thing?by David Rae, Contributor on February 20, 2025 at 5:00 pm
Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise you and cost you.
- What To Expect When Inheriting A House In Californiaby David Rae, Contributor on February 18, 2025 at 3:30 pm
Inheriting a home in California can bring a big windfall. However, recent law changes have made inheriting a home a bit less valuable. Here's what you need to know.
- Can A 50-Year-Old Still Retire A Millionaire?by David Rae, Contributor on February 11, 2025 at 6:00 pm
If you are age fifty or older you may be wondering if you can still retire a millionaire. The Fun CFP lays out the step to be millionaire and reach financial freedom.
- 14 Financial Strategies To Avoid Running Out Of Money In Retirementby David Rae, Contributor on February 3, 2025 at 5:00 pm
The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips to make your money last in retirement.
- What You Need To Know About Taxes When Selling A Homeby David Rae, Contributor on December 19, 2024 at 8:00 pm
Will you get hit with a big capital gains tax bill when you sell your home? Here's what you need to know about taxes when selling a home.
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- Is Your Financial Advisor Giving You The Best Tax Planning Advice?by David Rae on February 7, 2025 at 7:05 pm
Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice. The post Is Your Financial Advisor Giving You The Best Tax Planning Advice? first appeared on Financial Planner Los Angeles. The post Is Your Financial Advisor Giving You The Best Tax Planning Advice? appeared first on Financial Planner Los Angeles.
- What Is The Maximum Social Security Retirement Income For 2025?by David Rae on January 31, 2025 at 2:14 pm
Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA. The post What Is The Maximum Social Security Retirement Income For 2025? first appeared on Financial Planner Los Angeles. The post What Is The Maximum Social Security Retirement Income For 2025? appeared first on Financial Planner Los Angeles.
- The Difference Between Investment Risk and Stock Market Volatilityby David Rae on January 27, 2025 at 12:29 pm
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial ... The post The Difference Between Investment Risk and Stock Market Volatility first appeared on Financial Planner Los Angeles. The post The Difference Between Investment Risk and Stock Market Volatility appeared first on Financial Planner Los Angeles.
- What To Need Know About The Roth Solo 401(k) Nowby 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 Newsby 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.
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