
Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
Here's How to Supersize Your Roth!
Having money in a Roth account can be great - especially if the cost to get that money in there is minimal. But there are some people who cannot contribute to a Roth IRA because their annual income is too high.
Wouldn't it be great if you could not only get money into a Roth without worrying about the income limits, but also be able to fund a lot more than the $7,000 or $8,000 that is currently allowed? This is where the so-called "Mega-Roth" (or "Super-Roth") may be a wonderful solution.
What is it, and how does it work? Podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® give you the answers on this week's episode of Managing Your Financial Future!