More Questions from Our Podcast Listeners Answered!- Episode 146
Rather than focus on a single topic this week, we thought we’d take some time to answer the many and varied questions we’ve been getting via email from our podcast subscribers and listeners.
Just a few of the topics we’re covering this week: the sale of a primary residence, inheriting a home, annuity payments, taxes, Roth IRAs, and more.
Tune in and get your most pressing questions answered from podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP® on this week’s episode!
Important Information:
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.
Annuities are not FDIC insured. Certain terms and conditions apply, so please read insurance company materials carefully.
Roth IRA distributions of principal from a Roth IRA are tax-free; however, any earnings will be taxed at ordinary income rates and a 10% penalty tax will apply if withdrawn prior to age 59½ or within five years of the date the Roth IRA was established, whichever is longer.
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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