David Rae David Rae's stories.
- Study Reveals Nearly 5% Value From Working With A Financial Advisor
by David Rae, Contributor on July 27, 2026 at 10:53 pmNew research from Russell Investments finds disciplined behavior, tax‑smart planning and diversified allocation can add 4.92% in annual value for high‑net‑worth investors.
- 11 Tax Planning Strategies Every High Income Gay Couple Need In 2026
by David Rae, Contributor on July 2, 2026 at 6:13 pmThe more money you make the more valuable tax planning is. Gay couples make more on average than others. Gay financial planner shares 11 tax planning tips for 2026.
- IRMAA: Will Your Retirement Income Increase Your Medicare Premiums?
by David Rae, Contributor on June 28, 2026 at 3:00 pmDid you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.
- How To Use A Mega Backdoor Roth For Maximum Tax Free Retirement Income
by David Rae, Contributor on April 21, 2026 at 5:56 pmIf you are worried about taxes in retirement, you aren't alone. The Mega Backdoor Roth may help you reduce the risk of taxes ruining your retirement.
- 7 Ways To Build Your Tax-Free Retirement Income
by David Rae, Contributor on October 13, 2025 at 5:30 pmWith taxes being one of the biggest expenses facing retirees, it would be crazy to no look for more ways to get tax free retirement income. CFP David Rae shares 7 tips.
Financial Planner Los Angeles LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier
- 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!
by David Rae on July 18, 2026 at 3:06 pmInvesting Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim ... The post 3 Investing Mistakes to Avoid; To Avoid Losing A Bundle! appeared first on Financial Planner Los Angeles.
- 4 Biggest Tax Strategies Business Owners Need To Know About Nowby David Rae on June 27, 2026 at 10:18 am
4 tax planning strategies you need to implement now for your small business The post 4 Biggest Tax Strategies Business Owners Need To Know About Now appeared first on Financial Planner Los Angeles.
- Gays Do it Better – How to Have a Fabulous Gay Financial Plannerby David Rae on May 30, 2026 at 11:49 am
Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom. The post Gays Do it Better – How to Have a Fabulous Gay Financial Planner appeared first on Financial Planner Los Angeles.
- Tax Season Tips From Financial Expert – Spectrum News Video
by David Rae on April 10, 2026 at 5:05 pmFiling your taxes doesn't have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen. The post Tax Season Tips From Financial Expert – Spectrum News Video appeared first on Financial Planner Los Angeles.
- How To Open A Sep IRA With Self Employment Incomeby David Rae on April 6, 2026 at 2:20 pm
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income. The post How To Open A Sep IRA With Self Employment Income appeared first on Financial Planner Los Angeles.
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