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Why Your Home May Be Your Best Tax Friend- Season 8: Episode 2

Home prices are up pretty much everywhere, and for those who own one, this is good news on many different fronts. If you’re considering selling and maybe downsizing, or moving to a less expensive area, you may be able to take advantage of one of the best tax breaks out there.

On this week’s episode of Managing Your Financial Future, find out from podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP® why your primary residence may be your best friend when it comes to capital gains taxes!

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 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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