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Lucia Capital Group Weekly

Breaking the 4% Rule

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.

Lucia Capital Group Weekly

Can a Retiree Really Pay No Taxes on $100,000 in Income?

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.

Lucia Capital Group Weekly

Are You Doing Enough to Plan for Longevity?

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.

Lucia Capital Group Weekly

Be Careful With High-Yielding Stocks

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.

Lucia Capital Group Weekly

5 Ways Your Retirement Plan Could Change This Year

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.

Lucia Capital Group Weekly

Forget the Noise and Just Take Care of Yourself

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.

Lucia Capital Group Weekly

Do You Need Guaranteed Income in Retirement?

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.

Lucia Capital Group Weekly

The Triple Tax Benefits of Health Savings Accounts (HSAs)

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.

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.

Lucia Capital Group Weekly

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.

Lucia Capital Group Weekly

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.

Lucia Capital Group Weekly

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.