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It’s Tax Time: Here’s What You Need to Do Now- Episode 123

It’s tax time! Although tax returns aren’t officially due until mid-April, the first quarter of every year is when the forms arrive in the mail, as we start to compile information to begin the dreaded process of filing.

With the myriad forms that so many people have to deal with, it’s good to know which ones you’ll most likely be seeing, and what you’ll need to do with them. How do you make sense of it all?

Learn more from podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

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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