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.
6 Simple Ways to Help Reduce Your Tax Fraud Risk
6 ways to reduce your risk of being a victim of tax fraud. This crime is on the rise and can be time consuming and costly.
6 Tax Planning Moves Gay Couples Need To Make Now
LGBT couples face a unique set of Tax Planning Challenges. We share 6 tips to help gay couples lower their taxes before year end.
Getting the Most Money from Your Social Security Benefits
Your Top 4 Social Security Questions Answered, to make sure you are getting the most from your Social Security Benefits. We all want to make sure we are making the most of our Social Security Benefits. For many Americans, their …
Rich People ROTH – For Those With Too Much Income
Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …
10 Surefire Ways To Never Become a Millionaire
The Future of Financial Self-Sabotage 10 Surefire Ways to Never Become a Millionaire. When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows that …
Do you know which is best, Tax Deduction or Tax Credit?
The Tax Credit vs. Tax Deduction Quiz Tax season is upon us and while you don’t have to master zillions of pages of the US tax code, it does pay to know a few of the basics. Test your knowledge …
How Donald Trump Lost Billions and Paid No Taxes Nightline Video
Donald Trump turned a billion dollar loss into a way to pay no income taxes for years. Financial Planner LA discusses in this video for Nightline with Nick Watt.
Is My Los Angles Home Equity Line Still Deductible? HELOC Tax Deduction
With the new GOP Tax Plan now in effect for 2018 many people are wondering, “Can I still deduct my home equity line of credit? Should I refinance to make it tax-deductible again?” Or just “How do I know if …
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 …
Always Avoid the Alternative Minimum Tax : Financial Advice Part 3
Always Avoid the Alternative Minimum Tax: Financial Advice to Break Part 3 Avoiding the alternative minimum tax (AMT) is usually top-of-mind for individuals who receive valuable stock options from their employers. This is especially true when those individuals own substantial …
ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO
Tax Day Tips ABC News with Financial Planner LA Tax Day Tips, and other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appears on the ABC Eyewitness News here in LA with anchors Elex Michaelson and …
Trump Tax Plan is Bad For Los Angeles CBS News Explains
Tax Planning Los Angeles in light of the GOP Tax Bill – CBS News covers what it may mean for you and your finances. With Guest Financial Planner LA David Rae speaking with Jeff Michael and Kara Finnstrom. I was …
Los Angeles What the GOP TAX Bill Means For You ABC 7 News Video
There are a slew or reason the GOP Tax Reform bill is so unpopular. Most people think their tax bills will actually go up under the new plan, and many of them are right. Check out this video from ABC …
How to Lower Your Tax Bill Before the GOP Tax Plan
How to Lower Your Tax Bill Before 2018 and the GOP Tax Plan As it stands now the proposed GOP tax reforms will take effect in 2018. Looking ahead this means your year-end tax planning may be more crucial …
How to Avoid GoFundMe Fraud Post Vegas Massacre Video
With a reported 1 in 4 victims of the Las Vegas Massacre lacking health insurance, you may see a slew of GoFundMe pages popping up over the coming weeks. Fiduciary Financial Planner David Rae sits down with the KTLA morning …
Tackle Tax Season Tips Video KTLA News
Tackle Tax Season Tips Video KTLA News David Rae appeared in March on KTLA News Los Angeles with Lu Parker and Glen Walker. The topic of this appearance “Tips to Tackle Tax Season”. A few of the tax season …
