What Happens When You Inherit A House In California
New laws change what it means to Inherit a home in California. What you need to know.
The Best Time To Convert Your 401k To A Roth IRA
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 …
6 Great Ways To The Most Tax-Free Income In Retirement
I am excited to share this video produced by Forbes.com, which features Financial Planner LA David Rae sharing 6 ways to get even more tax-free income in retirement. Click here to WATCH VIDEO I’ve never met anyone who loves paying …
20 Amazing Tax Deductions For California Small Businesses
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
Will Your Gay Friends Make You Poor?
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
How To Lower Your Small Business Taxes With a Solo 401(k)
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
Who Will Provide Long-Term Care For LGBT Retirees?
Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.
Vanguard and the Value of Personal Financial Advice
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
Financial Planner LA: Where Is The Stock Market Heading? VIDEO
Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey
Mega Millions Powerball Tips for Lottery Winners! VIDEO ABC 7 News
I’m hoping someone you know WON THE $700 million dollar Powerball Lottery Jackpot. I’d still be excited if you won the small prizes of a million bucks or so. Still a pretty good day. Powerball Tips for any winner. As …
Spectrum News Tips for Tackling This Tax Season
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
How to Get Your Adult Children To Move Out – Video Me Time with Frangela
Here is a clip from an early episode of the show Me Time with Frangela airing on Raycom stations across the country. Check your local listing for times and channels. If you have grown children still living at home you …
