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
3 Tax Traps Most People Miss
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You’ve probably heard that taxes are unavoidable. Fair enough. But what if we told you that in some cases, you might be paying more than you should, simply because you didn’t know the rules?
Taking money from the wrong account, misreporting after-tax IRA contributions, accidentally triggering Medicare surcharges: These are tax traps that are hiding in plain sight. They're real mistakes people make every year, often without realizing it until it’s too late.
So how do you avoid these common traps? Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!