David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
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. …
Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k). Making the maximum mega backdoor Roth contribution …
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.
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.
California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
Housing prices in Los Angeles have skyrocked over the past few years. Is the Los Angeles real estate headed fora crash? Financial Planner LA tells you what you need to know.
Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.
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.
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
This site has been published for residents of California (Insurance License # OE10562), Arizona, Ohio, Florida, and Colorado. 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 investment or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
