Helping Hard Working Americans Worry Less About Money®
You may know how much money you’ve saved for retirement … But do you know how this money will get taxed when you retire? Not all retirement income is treated equally … Because different sources of income could be taxed… (Read more)
Our Country has just surpassed $30 Trillion in debt, Higher taxes could be just around the corner.Inflation is sky-high.The Fed is about to raise interest rates and tighten its monetary policy. And stock market volatility is back. Learn 5-Simple and actionable ways to reboot your retirement game… (Read more)
What are the investing lessons from previous stock market corrections? How could you avoid the costly mistakes … that others have made? And what are the investing opportunities in the turbulence?Get the answers to these questions and more … that… (Read more)
Are you retired or nearing retirement? Are you concerned that recent government spending could trigger higher taxes for you and your retirement accounts. Unfortunately you’re not alone. The good news is there are some things you can do now… That could protect your hard-earned savings. Learn what… (Read more)
And if you don’t get it exactly right, it could cost you hundreds of thousands of dollars in lifetime income. This week on The David Lukas Show, we answer the seven most frequently asked questions about getting the most income… (Read more)
You’ve worked hard and saved for retirement. But what’s your plan to reduce your taxes with your IRA and 401K? When will you file for social security to get the most from your benefits? And how will you turn your… (Read more)
Do you know how much money you’ve saved in your IRA or 401K? Do you know how much you’ll pay in taxes when you withdraw this money in retirement? Most people under-estimate the taxes on these tax-deferred retirement accounts, leaving… (Read more)
Did you know … 60% of Americans retire unexpectedly? It’s true. But the pandemic has made this situation even worse … Forcing three million more people to retire in the past year. Could you be next? Learn what you can do NOW… (Read more)
The government has proposed sweeping changes with taxes, capital gains, and estate planning rules. And many of these changes could have significant consequences for your nest egg as of the New Year – if not sooner. So what can you… (Read more)
There’s a perfect storm of events ahead for retirees… And this storm could prove to be a huge challenge… even for the people who are totally prepared for retirement. Learn what this perfect storm is all about … And how… (Read more)
