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3 Generous Tax Law Benefits You Didn’t Know Existed- Season 5: Episode 9

Taxes can be scary. Whether you’re anticipating a big tax bill this year, or you’re fretting about a tax deadline that’s coming up, or you’re concerned that you’re overpaying but can’t find a way out of it.  On top of that, the tax code is insanely large and complicated.

But oddly enough, the tax code also gives us some good things — a few benefits that just may help allay some of those concerns. Learn more about 3 of those benefits, and how you might be able to use them, with podcast host and moderator Johnny Dean, and his guest, “Professor” Rick Plum CFP®, on this week’s episode of Managing Your Financial Future!

Important Information:

The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment products described herein may not be offered for sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful or prohibited by the specific offering documentation.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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