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.
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 Planning is new for Gay Couples. What the LGBTQ community needs to do to get the Maximum Social Security benefits in retirement.
What is you level of financial independence. What you need to know to have financial freedom and retire early.
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
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 …
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 …
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 …
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 …
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
Willl Coronavirus change your Los Angeles retirement plan? Shoul you adjust your financial plan due to the pandemic?
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 …
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.
One of the biggest advantages of owning a home in California is Proposition 13. This limits how much your property taxes can go up each year. Many long-time homeowners are paying property taxes based on an assessed value that is …
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 …
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
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 aware your taxes may still go …
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 your tax bill. Business owners like you are so …
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 …
“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 …
Click the link above, Enter your email to join Financial Planner LA and join the thousands of people who have downloaded their FREE copy of 10 Big Tips To Get Your Financial House In Order. Tired of feeling overwhelmed when looking …
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 DRM Wealth Management LLC a Registered Investment Adviser. The videos, articles and other content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. No information on this site constitutes financial advice and should not take the place of consulting with a certified financial planner and tax, legal or other financial advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
