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    Tackle Tax Season Tips Video KTLA News


    Tackle Tax Season Tips Video KTLA News

    By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™

    David Rae appeared in March on KTLA News Los Angeles with Lu Parker and Glen Walker.  Topic of this appearance “Tips to Tackle Tax Season”.   A few of the tax season tips topics include:

    -Contributions to Retirement Accounts-  Look to fully fund your ROTH IRA, Traditional IRA and even your 401(K) plan provided by your employer.

    -Non-Cash Donations to Charity.  Volunteered, or donated clothes to Out of the Closet?  Did you do a charity sporting event like the Aids/Lifecycle?  You may be missing non-cash charitable expenses that my be deductible.

    Tax Law Changes for 2016 Tax Season

    -Taxes in Retirement- once you’ve retired or reached 65 your available tax breaks may change.  Reach out to your trust fiduciary financial planner for more information.


    Live for Today, but Plan for Tomorrow.  It’s Not what you make but what you keep, so take the time a look for way to minimize your tax bill.


    DAVID RAE, CFP®, AIF® is a Los Angeles-based  financial planner with Trilogy Financial Services, a regular contributor to Advocate Magazine, Huffington Post, Investopedia not to mention numerous TV appearances.  He helps smart people across the USA get on track for their financial goals.  For more financial planning information visit his website at www.davidraefp.com

    Social Security Changes to Benefits and Taxes for 2017

    Advisory Services provided by Trilogy Capital Inc, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC.  Trilogy Capital, Inc and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC.  Please consult with your representative to confirm which company’s behalf services are being provided.  The opinions voiced in this article are for general information only and in not intended to provide specific advice or recommendations for any individual and does not constitute an endorsement by NPC.  NPC Does not provide tax advice. “Tax Season Tips for 2016 Tax Filing Season”

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