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5 Financial Moves to Make Before the End of the Year- Episode 114

As the year winds down, your opportunity window is also closing to get some things taken care of in 2022.  Taxes, retirement plan contributions, RMDs, charitable contributions — these are things that need to be done before the new year.

What money moves do you need to be concerned about while there’s still time?  Tune in to this week’s episode of Managing Your Financial Future with podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP® and get the details!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

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 this information, 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.

IRA withdrawals will be taxed at ordinary income rates. Withdrawals prior to age 59½ may also be subject to a 10% penalty tax.

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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