If you have a loved one who recently passed away and left you their retirement savings, you may be wondering what to do with an inherited IRA. Should you cash out the inherited IRA or keep g… Read More
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This channel discusses topics related to personal finance,financial education,personal finance tips,personal finance management,personal finance 101,habits,habits that changed my… Read More
An annuity is a contract with an insurance company. Annuities have one feature in common, and it makes annuities different from other financial products. With an annuity, the insurance com… Read More
Are you a beneficiary? You might be making mistakes you didn’t even know about. Let’s discuss these mistakes and how you can avoid them in the video!
For the questionnaire clic… Read More
This video explains some of the reasons why some people will disclaim an inheritance.
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Make Lucia Capital Group your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today! Visit for more
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According to a recent survey about 61% or 79 millions American households expect to receive or leave an inheritance. Having an estate plan is critical in allowing your assets to transfer w… Read More
Opening Prayer
Holy God, forgive my sin today. I want to come to you cleansed and ready to do your will as I study your Word and hear from you.
Read 2 SAMUEL 20
Sheba Rebels Ag… Read More
When navigating the complexities of personal finance, many individuals often overlook the significance of certain life events and their impact on taxes. For instance, when receiving a sample… Read More
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Did you miss the latest Ramsey Show episode?… Read More
I did not expect Mark Kohler to be so generous and candid but he was… Such an amazing episode of Millionaire Brand Creation where Mark breaks down the tips and tricks of tax free we… Read More
Searching for the right life insurance policy can feel like navigating a maze of terms and options. Amidst the sea of choices, the “cash value” concept often emerges as a topic h… Read More
Question: Clint – Hi Andi, I recently received an inheritance of $100,000. I’ve been a letter carrier since 1993 and have both Roth and traditional versions of the Thrift Savin… Read More
By Harry Mamaysky
Traders have entry to a number of customized indexing merchandise, a key advantage of which is to permit for tax-loss harvesting (TLH). I analyze when TLH works and the… Read More
Are you stuck in a rut feeling like nothing is exciting left to do? Think again! If you were lucky enough to inherit $100,000 suddenly, what would be the first thing on your bucket list? Red… Read More
In this video, we’re covering the 5 things you need to know about a Roth IRA.
🔴 Check out: Schwab Wealth Survey Reaction: $560k Isn’t Wealthy
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Utilizing tax avoidance principles in wealth transfer is a wise approach to safeguarding your legacy and beneficiaries from undue taxation. Still, it requires careful planning and oversight… Read More
Introduction to Financial ServicesIn today's ever-changing financial landscape, mastering the intricacies of personal finance is crucial for securing a stable and prosperous future. Whether… Read More
Nicole Kidman has been acting for forty years and has starred in over 70 feature films. Throughout that fantastic and ongoing career, she’s delivered some amazing performances and been… Read More