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401(k) Rollover Decision Kit – 7 Vital Factors to Consider
Articles

401(k) Rollover Decision Kit – 7 Vital Factors to Consider

July 23, 2020

While our grandparents may have worked one job their entire lives and retired with a company pension, those days are long gone. It’s more likely that you’ve worked for a variety of different companies throughout your career, leaving a trail of old 401(k)s that you really don’t know what to do with. Do you leave them where they are?  Do you move it into your personal account, or to a traditional IRA or Roth IRA (a “rollover”)? What about the tax implications? Before you make a decision about what to do with your old 401(k) or 403(b) accounts, or whatever retirement plan you have at work, you need to understand what your options are. To help you out, we’ve created a free decision kit that addresses these (and other) issues. In this e-booklet, we talk about what we believe are the Seven Vital Factors you need to consider when you’re trying to figure out what to do with the money that’s in your old company retirement plans. Whether you’re headed into retirement, or you’re moving on to a different job, either way, you’ve got some important decisions to make. Allow us to give you some guidance.
Questions Regarding the Partnership with LPL Financial
Articles

Questions Regarding the Partnership with LPL Financial

May 1, 2020

We are really excited to announce that LPL, the country’s largest independent broker-dealer firm, will be partnering with Lucia Capital Group later this year. A broker-dealer is a company that provides regulatory compliance and support to registered investment advisor firms, and acts as the buyer and seller of securities for its customers. In addition, LPL will also act as Lucia Capital Group’s clearing firm that will custody our brokerage and advisory assets.