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3 Tax Traps Most People Miss

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Manage episode 518889822 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve probably heard that taxes are unavoidable. Fair enough. But what if we told you that in some cases, you might be paying more than you should, simply because you didn’t know the rules?

Taking money from the wrong account, misreporting after-tax IRA contributions, accidentally triggering Medicare surcharges: These are tax traps that are hiding in plain sight. They're real mistakes people make every year, often without realizing it until it’s too late.

So how do you avoid these common traps? Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

  continue reading

243 episodes

Artwork
iconShare
 
Manage episode 518889822 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve probably heard that taxes are unavoidable. Fair enough. But what if we told you that in some cases, you might be paying more than you should, simply because you didn’t know the rules?

Taking money from the wrong account, misreporting after-tax IRA contributions, accidentally triggering Medicare surcharges: These are tax traps that are hiding in plain sight. They're real mistakes people make every year, often without realizing it until it’s too late.

So how do you avoid these common traps? Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

  continue reading

243 episodes

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