• CONNECT WITH A FINANCIAL PLANNER   »   CONTACT US   |   CALL: 949-852-7818   |
  • Get a Free Copy of My Book
    + Monthly Financial Tips


    Yes, sign me up »
    Share This:
     

    Taxes Articles

    6 Simple Ways to Help Reduce Your Tax Fraud Risk

    Tax time sees too many citizens left vulnerable to identity theft. Don’t be one of them.  Follow these 6 steps to help reduce your risk of being a victim of tax Fraud. Keep reading for 6 Simple Ways to Help Reduce …

    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 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 …

    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 …

    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 …

    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. …

    Unusual Tax Strategies You Can Do Now to Save on Your Taxes

    5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes   Unusual Tax Strategies was the topic for the December 2016 KTLA Morning News appearance by Financial Planner LA David Rae.  He was in studio with Jessica Holmes …

    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.     We all know the stereotype of the typical gay man …

    Trump Tax Plan and your Wallet Financial Planner LA David Rae

    LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado to explain what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, Affordable Care …

    Year End Tax Tips for LGBT Couples

    Tax Words to the Wise.  Year End Tax Tips for  LGBT Couples at Year’s End 6 Proactive Financial Planning Tips to Stay Ahead of the Game     Whether you’ve been together for years or decades (or 10 minutes), 2016 …

    6 Retirement Planning Lies that threaten your Golden Years

    6 Retirement Planning Lies that threaten your Golden years Retirement often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement …

    3 Ways to Cash in on Life Insurance for Retirement

    Working Funds: 3 Ways to Cash in on Life Insurance for Retirement The good news is that you don’t have to die to use your life Insurance. Here’s how to put the new policies to work for you, life insurance …

    Personal Defined Benefit Plan for Small Business Owners Defined

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

    5 Financial Windfall Advice Tips

    Financial Windfall Advice from Financial Planner LA David Rae Financial Windfall Advice, 5 Essential Ways to Maximize a Financial Windfall Here’s how to help make sure a sudden cash infusion doesn’t end up as gone with the wind….fall. “I’m fabulous …

    RMD Tips : Maximize your Retirement Savings

    RMD Tips to help maximize your Retirement Savings. Putting Your RMD’s to Good Use and Making the Most of Your RMD’s.     Seventy may be the new 40, but try telling that to the IRS.  As older Baby Boomers are …

    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 a maybe even a tax break, Cash Value life insurance may be the key to …

    Trump versus Clinton For the Average American Who Is Your Money On?

    Voting with Your Wallet Is Your Money on Clinton or Trump? Which candidate is better for your budget’s bottom line? A lot about this election is about money….who’s got it, who needs it, how to raise it and how each …

    How Love and Marriage will change LGBT Retirement.

    Love, Marriage and LGBT Retirement.  Marriage Equality isn’t just about a fabulous wedding.  Financial tools are now available to help make LGBT retirement planning a bit easier for all couples in LOVE. LGBT Retirement will be changed by both love …

    © 2017 Financial Planner Los Angeles

    Disclaimers:

    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 National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and National Planning Corporation are separate and unrelated companies. NPC Privacy Policy