Social Security Benefits: 6 Changes You Need To Know About To Retirement Income
Social Security is Changing in 2020, what you need to know this valuable source of retirement income. Written by Financial Planner LA.
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 LA 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 posts are written with an LGBT Flair but the advice is applicable for anyone who wants to achieve their retirement planning goals faster and easier.
Live For Today, Plan for Tomorrow.
Missing an Old Retirement Account? How to Find Lost 401k Money Now
At least once every few months a long-term client brings in a retirement account statement and says, “I forgot I had this retirement account. Can you help me with it?” Sometimes these accounts are tiny but other times they hold …
ABC 7 News- Last Minute Tax Day Tips from Financial Planner LA
Check out these two tax day video segment from ABC 7 News. With Fiduciary Financial Advisor David Rae reporter Anabel Munoz.
Can You Be Too Smart To Be A Great Investor?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
RMD Tips: To Maximize Your Retirement Savings
Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.
Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
Will the LGBT Community Ever Be Able to Retire Well?
Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …
The 4 Biggest Los Angeles Retirement Challenges
Are you up for the challenge of saving for a Los Angeles Retirement? Financial Planner LA outlines what you need to know and do.
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 Planning …
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 …
Social Security for LGBT Couples, What You Need to Know Now!
Social Security Planning is new for Gay Couples. What the LGBTQ community needs to do to get the Maximum Social Security benefits in retirement.
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
Fox Business Video What To Know About Early Retirement Packages
This video features LA Certified Financial Planner David Rae on Fox Business with Neil Cavuto and reporter Gerri Willis. As President of DRM Wealth Management, Los Angeles Financial Advisor David Rae has helped numerous people make the best decisions for …
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 …
You’re 50 – Now is the time to Get Serious About Retirement Planning!
Going on Fifty Facing Retirement. What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …
How to Lower Your LA Retirement Planning Stress
Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …
Coronavirus Hits Los Angeles – Should Your Change Your Retirement Plan Now?
Willl Coronavirus change your Los Angeles retirement plan? Shoul you adjust your financial plan due to the pandemic?
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 quandary …
What You Need to Know About Your Retirement Plan Now
Do you know if you are on track for a secure retirement? Have you run the numbers? Financial Planner LA shows you how to do it.
The More ROTH IRA the Better: Financial Advice to Break Part 2
Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best …
