Skip to main content

Home
About Us
Resources
- Articles
- Calculators
- Newsletters
- Glossary
- Tax Library
- Videos
Contact Us

Marcus Luckeneder, CFP ®AAMS®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This website is for educational or informational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. legal or tax advice.

Marcus Luckeneder is a registered representative of Lincoln Financial Advisors Corp.

We are licensed to offer insurance in AZ, CA, NM, TX and WI.

We are licensed ot offer securities in AZ, CA, CO, IL, KS, MA, NM, TX, WA and WI.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3654085-063021

Site Map

Check the background of this investment professional