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    Financial Planner LA, David Rae

    David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae

     

    Financial Planner LA » Recent Articles

    California Small Business Tax Deductions

    19 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.

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    Is Your Financial Advisor Giving You The Best Tax Planning Advice?

    Does your Los Angeles Financial Advisor offer tax planning guidance? They may no even be allowed to offer tax saving tips. What you need to know to get the best tax advice.

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    3.8% Obamacare Medicare Surtax and How to Avoid It.

    High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

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    Capital Gains Rates California Yoga Financial Planner LA

    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.

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    David Rae In The News

     

    Financial Planner LA » Trending Articles

    40 Retire a Millionaire Financial Planner LA

    How a 40 Year Old Can Retire a Millionaire via Financial Planner LA

    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.

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    More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.

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    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.

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    How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.

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    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.

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    Spectrum News Video- Handling Your Finances During COVID Pandemic

    Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …

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    Photo Via Got Credit Flick Value of a Vanguard Financial Advisor

    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 …

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    Who will care for LGBT Retirees without children? Photo by Elena Saharova on Unsplash

    Who Will Provide Long-Term Care For LGBT Retirees?

    Who Will Care for LGBT Boomers? Anyone but themselves? Listen up LGBT Boomers you can’t control getting older, but you can influence the quality of life. Does your retirement plan provide for the cost of LGBT Long Term Care? More importantly, would you like it to? LA Financial Planner David Rae outlines the ins and out of aging well for the Gay Community.

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    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.