You have found the Retirement Planning Section of the Financial Planner Los Angeles blog. Whether you are looking for expert advice from a Financial Planner Near Me in LA, or are reading from across the globe were provide you a variety of articles covering LA Retirement Planning topics.
Whether you are just getting started or about to retire you will find useful information on this site. We cover how to maximize your 401(K), how to minimize your taxes. Small Business owners can learn how to slash their tax bills and play catch up for retirement. I write about how anyone can retire a millionaire. Learn how to reduce your retirement planning stress by making smarter financial decisions over time. And when the time comes we will even help you with Social Security Maximization.
Our posts are written with an LGBT Flair but the advice is applicable for anyone who wants to achieve their retirement planning goals faster and easier.
Live For Today, Plan for Tomorrow.
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. …
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 …
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.
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster.
4 tax planning strategies you need to implement now for your small business
Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.” I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.
Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.
High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
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.
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
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.
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
Which is the Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans. The …
6 Ways Paying for Long-Term Care Coverage, and how to get the right Long-Term Care Insurance for you and your family. The topic of Long Term Care coverage is complicated and a not particularly fun one to think about. But …
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.
6 Reasons to only hire a Fiduciary Financial Adviser. Do you ever ask yourself: Do I need a Fiduciary Financial Adviser? Los Angeles Wealth Manager David Rae shares 6 Signs you may need to hire a Fiduciary Financial Adviser. How …
California is known for being a high tax state. Will your inheritance get with an Estate Tax by California? Financial Planner LA answer your questions.
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.
