Let’s Talk About Annuity Fees

Fees on annuities vary by product and options. When buying an annuity, how do you know what fees you’ll need to pay and what are you paying for?

Get a Plan

Is it time to rethink your strategy for retirement? Complete this form today to schedule a meeting with a Lucia Capital Group financial advisor and build a personalized retirement plan tailored specifically for your goals and objectives.

Join Discussion

theWealthEd @theWealthEd
WealthEd  @theWealthEd
Estate planning is one of the most important things you can do to make sure that your legacy is preserved https://t.co/yMtuzAKeSq 
WealthEd  @theWealthEd
"One question we get a lot at this time of year is “How can I reduce my tax bill?” Here are some suggestions https://t.co/8MKZHbE6kU\" 
WealthEd  @theWealthEd
Be on the look out for cost when making your investment decisions, it could eat into your overall rate of return https://t.co/YCwbjh9NZt 
WealthEd  @theWealthEd
In these times of low yields and market volatility, what choices do retail investors have? Check this out... https://t.co/LlBDZMVLmh 
WealthEd  @theWealthEd
Thinking about driving for Uber or maybe renting your home on Airbnb? Make sure to think about the tax consequences https://t.co/8ErAn4dOQB 
WealthEd  @theWealthEd
Have you heard about this strategy to "turbo-charge" your retirement by making post-tax contributions to your 401(k)? http://www.luciacap.c 
WealthEd  @theWealthEd
it’s early in the year, which means right now is a great time to try to manage your taxes efficiently https://t.co/s8RdX2iyme 
WealthEd  @theWealthEd
Which is right for you... the traditional IRA or a Roth IRA? Find out in this week's video https://t.co/42ht0ekjGF 
WealthEd  @theWealthEd
Changes to the current tax policy might be on the way. Will you be impacted by a shift in the tax brackets? #taxes https://t.co/YkWJmqfkkQ 
WealthEd  @theWealthEd
When investing, don't fall prey to the herd mentality and chase returns. Stay the course and have a strategy https://t.co/6lLSoDshsK 

Ask a Question

Do you have a question? Every week, our team addresses your financial and retirement concerns. Send us your question by completing the form below.