Lucia Capital Group Weekly

Should You Choose a Living Trust or Standard Will?

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Don’t Fall Prey to This “IRS” Scam!

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

What Is the American Opportunity Tax Credit?

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Should You Cancel Your Old Life Insurance Policy?

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

Options for Self-Employed Retirement Plans

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

What to Know About Inheriting an IRA

Losing a family member is difficult, and when it happens, the last thing on your mind is what to do with his or her retirement accounts. But, if you’re a beneficiary, just know that at some point you’ll need to make some decisions. And making the wrong move could cost you taxes and penalties. So here are some things to know.

This Year’s 5 Most Common Tax Questions

Why Consider Multiple Sources of Retirement Income?

Should You Really Own Fewer Stocks in Retirement?

Sometimes It’s Better to Do Nothing

What to Do If You Missed Your RMD

What You Don’t Know about Volatility Can Hurt You