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    Financial Planner LA, David Rae

    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

     

    Financial Planner LA » Recent Articles

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    What To Need Know About The Roth Solo 401(k) Now

    How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.

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    How to Know Expenses Are Tax Deductible When You Volunteer

    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 …

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    6 Tax Stragies To Slash Your 2024 Taxes Bill

    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. …

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    Fiduciary Financial Planner

    Fiduciary Financial Planner- The True Value Of Great Advice

    What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking ­– and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …

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    Financial Planner LA » Trending Articles

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    The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …

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    Your Dream LGBT Early Retirement is Waiting

    How the LGBT Community Can Retire Early and Fabulously

    This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom.  Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.

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    What to do when the stock Market Tumbles Financial Planner David Rae on the ABC Evening News with Miriam Hernandez

    ABC Video – Stock Market Tumbles What to do Now?

    The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History.  By the time we are posting this, the stock market has jumped back quite a bit.  Hopefully, you …

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    Los Angeles Financial Advisor David Rae on Fox Business Talking Early Retirement Packages

    Fox Business Video What To Know About Early Retirement Packages

    This video features LA Certified Financial Planner David Rae on Fox Business with Neil Cavuto and reporter Gerri Willis. As President of DRM Wealth Management, Los Angeles Financial Advisor David Rae has helped numerous people make the best decisions for …

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    More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.

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    Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?

    The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.

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    Gay Marriage Equality Will Change LGBT Retirement for the Better

    How Love And Marriage Will Change The Perfect LGBT Retirement.

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    You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.

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