Things to Consider When Designating a Beneficiary

Watch and learn as Professor plums explores options for caller Kevin to make his son a secondary beneficiary on his IRA.

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
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 
WealthEd  @theWealthEd
Here's what the DOL's fiduciary ruling will mean for you https://t.co/9pEYVeQt9B 
WealthEd  @theWealthEd
We're seeing record highs in the market but doesn't mean you should abandon your investment strategy. Here's why https://t.co/PFp5mhDqR5 
WealthEd  @theWealthEd
Getting ready for the end of the year? Here's a handy #taxplanning tip from our own @rayluciajr https://t.co/fYbGJA9owI 

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.