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    Retirement Planning Articles

    Retirement Planning Los Angeles

    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 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 post are written with an LGBT Flair but the advice is applicable for anyone who wants to achieve their retire planning goals faster and easier.

    Live For Today, Plan for Tomorrow.

     

    How a 40 Year Old Can Retire a Millionaire

    You’re 40-Years-Old.  Can you Still Retire a Millionaire? Retiring a millionaire is really quite simple but it’s not easy.  Otherwise, we’d see millions more people accomplishing this feat.  Here is the basic math – to help you see daily, monthly …

    Will GOP Kill 401(K) Tax Deduction Video NBC Nightly News

    Is the GOP Killing 401(K) Tax Deduction?  What will this mean for your financial security in retirement?     Update 11/2/2017 THE GOP RELEASE THEIR LATEST TAX PROPOSAL WHICH DOES NOT CUT 401(K) CONTRIBUTION- but be away your taxes may …

    Personal Defined Benefit Plan for Small Business Owners Defined

    Is a Personal Defined Benefit Plan your key to catching up for retirement?  How to slash you tax bill with a personal pension. How High Earning Small Business Owners Can Catch Up on Retirement Tax-Deferred Retirement Plan for High-Earning Small …

    Will Anyone Care for LGBT Boomers?

    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 Long Term Care? More importantly …

    How to Choose the Best Retirement Plan for your Small Business

    How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower you tax bill. Business owners like you are so …

    10 Great Reasons to Ignore Retirement Planning

    Great Retirement Planning may not be fun, but if you really want to achieve financial independence you can’t ignore it. I would like to share  10 great reasons for you to ignore  great retirement planning. Great Retirement Planning Tips – …

    Obamacare 3.8% Surtax and how to avoid it.

    3.8% Obamacare Surtax and how to avoid it. A surprise Birthday Party may be fun, and surprise tax bill is not.  Many people in Los Angeles are getting hit with a with the Obamacare surtax, with a little tax planning …

    How the LGBT Community Can Retire Early

    LGBT Guide to Early Retirement, You can do it!  I was recently reading an article in Time Magazine which followed a few retirees who appears to be enjoying retirement in the Trailer Parks of Florida. The article asserted you could …

    Fiduciary Financial Advice Does it Really Matter? + Video

    For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …

    Fiduciary Financial Adviser: Do I Need One?

    6 Reasons to 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 do you …

    Lower Retirement Planning Stress

    Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. Here’s how to make the retirement planning process less stressful. Does thinking about retirement planning stress you out? Whether you are just …

    What you need to know about Every type of Retirement Account NOW

    “What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends.  I’m going to cover the basics of each type of account to help clear the …

    How to slash your tax bill with a Solo 401(K)

    Saving Solo: 401(k) Retirement Plans for the Self-Employed.  Often called a Solo 401(K) or Individual 401(K) this plan can help you slash your tax bill, and stay on track for your retirement goals. What solopreneurs, freelancers and small business owners need …

    Social Security Changes to Benefits and Taxes for 2017

    Social Security Changes to Benefits and Taxes for 2017, what you need to know now. Whether you are already collecting Social Security benefits, still paying into the Social Security System, or eyeing retirement there are some Social Security Changes you …

    How to Maximize your Pension Lump Sum or Lifetime Income

    How to Maximize your pension: Lifetime income or Pension Lump Sum Payment which is best for you?  Pension Buyouts: Lump ‘em or Leave ‘em? As the number of companies shedding their pension liabilities rises, employees are often left in a …

    What is the difference between a ROTH IRA and ROTH 401k? Which is Best?

    Which is 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 bad …

    Is the next Recession Coming? Better Question is When.

    The next recession is coming, but the real question is When is the next recession coming? I hate to be the bearer of bad news but every second of every day we edge closer to the next recession coming. No …

    The First Million is the Hardest How to Build A Million Dollar Net Worth

    The First Million is the Hardest How to Build a Seven Figure Net Worth. . . . and other encouraging retirement realities   Some of us are old enough to remember when having a million bucks really made you feel …

    Stock Options Basics Get the Most from your Benefits Now

    Stock Options Basics. How to minimize you taxes and maximize your benefits. If you have employee stock options (ESO) but have no idea how to handle them, don’t feel bad because even well trained professionals can find them a challenge. …

    Getting the Most 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 …

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