5 Financial Windfall Advice Tips + Video
Are you coming into a big chunk of money? What to do if you get an inheritance, win the lottery or even get a nice bonus.
Taxes Los Angeles
We’ve all heard it’s not what you make but what you keep. Minimizing your Tax bill is a great way to shore up your financial future. In this section of the best Financial Planner LA blog, we will share Los Angeles tax planning tips and cover other tax topics.
Does even thinking about taxes make you want to scream? Taxes don’t have to be so stressful. Los Angeles Financial Planner David Rae can help you take the stress of tax planning off your plate.
How to simplify your financial life? One way is to simplify your taxes and make some easy tax planning choices to keep more of your hard-earned money.
You will see blog posts and videos from National Shows like Nightline, E! News, The Today Show, NBC Nightly News to local News from KTLA, CBS, NBC, Fox 11 and ABC 7 eyewitness news.
You can improve your finances, and achieve financial freedom. We are here to help.
Live for Today, Plan for Tomorrow. Taxes will be due sooner than you think.
Will Your Inheritance Shrink Under California Estate Tax?
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.
New Mansion Tax Will Hit Many Los Angeles Home Owners
Los Angeles has just implemented a new tax on some residents when they sell their homes. This new transfer tax is in addition to plain old property taxes and capital gains taxes you will owe on the appreciation of your home when …
The New Capital Gains Rates For 2023
To make the best investing choices you need to know about the taxes you will owe when your investments go up. Financial Planner LA outlines the capital gains taxes on investment gains.
Gay Tax Planning Strategies You Need Today
4 Valuable Tax Planning Strategies Gay Couples Need To Utilize For 2023 Tax Season. Two of my good friends just got gay married (or, as we call it in real life, “Married”), and of course, they asked me what this …
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
How To Know If You Save Money With The Home Office Tax Deduction
Tax Planning is part of being self employed. Read this post to find out if you could save money on taxes with the home office deduction.
Apple Stock For Apple Employees: How To Maximize Employee Stock Options
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 …
How To Get The Huge Tax Savings From The Rich Person’s Pension
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.
Social Security Benefits: 6 Changes You Need To Know About To Retirement Income
Social Security is Changing in 2020, what you need to know this valuable source of retirement income. Written by Financial Planner LA.
Maximize or Spend Your Tax Refund? What is the Smart Financial Move?
Waiting for that big tax refund to hit your bank account? You aren’t alone. An estimated 74% of people received a tax refund in 2017 and, according to the IRS, those refunds averaged about $3,000 per filer. Should you blow …
Tax Season Tips – Video Inside the Issues – Spectrum News LA
Filing your taxes doesn’t have to be so stressful. Los Angeles Financial Planner David Rae shares some tax advice with Inside the Issue with Alex Cohen.
ABC 7 News- Last Minute Tax Day Tips from Financial Planner LA
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
4 Crucial Tips to Avoid an IRS Audit via Financial Planner LA
Tax Audit Risk The only thing people hate more than filing their taxes might just be an IRS Audit. Learning of a large tax bill would probably take third place. In reality, the risk of being audited is quite low. …
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 Love And Marriage Will Change The Perfect LGBT Retirement.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
How to Maximize Your Tax Refund – Or Just Blow It?
Maximize Your Tax Refund – Or should you just Blow It? Are you looking to put your tax refund to good use? Here are a few tips to maximize your tax refund, rather than just blowing it. David Rae Financial …
How to Know If You Should Pay Your Taxes with a Credit Card
Tax Season 2021 is here- and that means you may be asking- Should I put my taxes on a credit card? For those of you who love racking up airline miles or earning cash back, paying your taxes on a …
RMD Tips: To Maximize Your Retirement Savings
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
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 …
