What To Need Know About The Roth Solo 401(k) Now
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
Smart Ways to Protect Your Finances From Fires Video ABC 7 News
How would your finances hold up if you were the victim of a natural disaster like the California Wildfires? Financial Expert David Rae is in the studio with David One and Coleen Sullivan on ABC 7 Eyewitness News Los Angeles …
6 Reasons To Only Accept Fiduciary Financial Planning Advice
6 Reasons to only 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. Having …
How to Know Expenses Are Tax Deductible When You Volunteer
I’m going to guess that you probably aren’t volunteering for a tax break. Could you do more if you had a little extra time? Or a bit more money in your pocket? Tracking your volunteering expenses may help you free …
6 Tax Stragies To Slash Your 2024 Taxes Bill
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
Fiduciary Financial Planner- The True Value Of Great Advice
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
Is The Defined Benefit Plan The Best Way For Business Owners To Minimize Taxes?
The Defined Benefit Pension plan is a great way to lower you taxes if you make $500,000 or more per year. The tax planning financial advisor shares what you need to know abou this valuable tax planning strategy.
Tax Planning Tip: How To Use An SBLOC To Lower Your Taxes Today
How the rich use the Buy Borrow Die Strategy to avoid paying taxes. You can use the tax planning tip to avoid capital gains taxes on your investments.
2 Billion Dollar Powerball Winner: What Should They Do Now Video
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
How To Get Out Of A High Fee Annuity?
You are not stuck with a bad annuity, a fiduciary advisor can help you escape to another investing option to reach financial freedom faster.
4 Biggest Tax Strategies Business Owners Need To Know About Now
4 tax planning strategies you need to implement now for your small business
How To Take The Stress Out Of Taxes For Business Owners
Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.” I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.
Can I Afford A House In Los Angeles?
Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today. In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …
What You Need To Know About California Capital Gains Taxes
California has some of the highest taxes in the country. Most people have no idea how california taxes capital gains. What you need to know about your investment taxes in CA.
Gay Financial Planner? How To Get The Best LGBT Financial Guidance
Are you looking to get the absolute best financial advice? Would you better off working with the best gay financial planner? Yes, LGBT financial planning is different, read more to find out how.
How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
How To Open A Sep IRA With Self Employment Income
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
Your Amazing Tax Planning Questions Answered: Ask the Expert LA
Financial Planner LA offers tax planning guidance for common tax season questions and tax law changes from the TCJA.
Is Too Much Financial Stress Making You Fat?
Have you packed on a few extra pounds? Could financial stress be the cause of your extra body fat? Science has actually discovered that worrying about your finances could add to the pounds. Stress equals Fat. At Financial Planner LA, …
5 Essential Steps to Help Your Financial Future in 2024
5 Essential Steps to Help Your Financial Future in 2024 A toast to you, my friends! Here’s to out with the old (careless spending) and in with the new (being fiscally fabulous). Make those New Year Resolutions Stick. There is …
