What Happens When You Inherit A House In California
New laws change what it means to Inherit a home in California. What you need to know.
The Best Time To Convert Your 401k To A Roth IRA
Who doesn’t love tax-free income? When you retire with assets in a Roth IRA or Roth 401(k), you will be able to take retirement income from these accounts without getting hit with income taxes. That being said, there are a …
6 Great Ways To The Most Tax-Free Income In Retirement
I am excited to share this video produced by Forbes.com, which features Financial Planner LA David Rae sharing 6 ways to get even more tax-free income in retirement. Click here to WATCH VIDEO I’ve never met anyone who loves paying …
20 Amazing Tax Deductions For California Small Businesses
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
Spectrum News Tips for Tackling This Tax Season
Spectrum News Tips for Tackling Tax Returns this Tax season. David Rae and Alex Cohen Inside the issue
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
My Stock Market Dream – How to Invest Money Smarter
My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. In my humble opinion, there is no better way to build wealth over time than investing in the stock market. Even just “average” stock market returns …
How the LGBT Community Can Retire Early and Fabulously
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
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 …
Today Show Video: Citi to Refund Millions – Jo Ling Kent with David Rae
Citi Bank will be returning $330 million to 1.75 million of its customers. This breaks down to an average refund of around $190 per customer. Jo Ling Kent interviews financial planner David Rae on the Today Show discussing how to …
Vanguard and the Value of Personal Financial Advice
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
How To Lower Your Small Business Taxes With a Solo 401(k)
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
