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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

    Best Gay Financial Advisor Near Me

    Gays Do it Better – How to Have a Fabulous Gay Financial Planner

    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.

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    Mega Backdoor Roth Tax planning strategy

    Mega Backdoor Roth Tax Planning Strategy For The Most Tax Free Income

    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 …

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    Transfer California Property Tax Base

    How to Transfer California Property Tax Base from Old Home to New

    One of the biggest advantages of owning a home in California is Proposition 13.  This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …

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    6 Year End Tax moves for los angeles

    6 Tax Strategies To Slash Your 2025 Income Taxes

    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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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    Powerball Tips ABC 7 News David Rae

    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 …

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    Los Angeles Real Estate Crash ?

    Is The Los Angeles Real Estate Market Heading To A Crash?

    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.

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    Last Minute Tax Tips Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11Good Day LA with tax expert David Rae and Araksya Karapetyan and Tony McEwing.

    Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP

    Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.

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    Warren Buffet Sock Market Risk

    The Difference Between Investment Risk and Stock Market Volatility

    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 …

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    Gay Married Couple get a win

    Who Makes the Most Money Straight or Gay Married Couples

    Big Payday for Gay Married Couples The Real Money Advantages of  Gay Married Couples It’s official, people; same-sex married couples are living proof that it pays to be gay. Gay Money Matters! We all know the stereotype of the typical gay …

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    Stock Market Dream

    My Stock Market Dream – How to Invest Money Smarter

    My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds.  In my humble opinion, there is no better way to build wealth over time than investing in the stock market.  Even just “average” stock market returns …

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    Live Comfortably in Los Angeles

    How Much Money To Live Comfortably In Los Angeles? True Cost Of Living LA

    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.

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    Gucci Suitcase

    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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    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.