Helping Hard Working Americans Worry Less About Money®
There are many moving parts in retirement including, taxes, risk, social security, Medicare, IRA’s, 401k’s, RMD’s and more. In order to navigate retirement, there are 4 critical things you MUST do now if you want to retire in the next 5 years.… (Read more)
Are you within 5 years of claiming your social security benefits? This decision is not as simple as most people make it out to be. It could trigger higher taxes and Medicare premiums And cause you to forfeit thousands of… (Read more)
There are 4 overlooked trouble-spots with your IRA and 401K that could cost you a small fortune in retirement. Learn what they are by tuning in to this week’s episode of The David Lukas Show. Tune in, listen and learn
How do they do it? How do the uber-wealthy get away with paying fewer taxes than everyone else? How do they consistently keep more money in their pocket … While you’re shelling out thousands of dollars to Uncle Sam … Year after year, after year?… (Read more)
What do you think will be your biggest risk when you retire? Most people think it’ll be the skyrocketing cost of health care, higher taxes, or social security going bust. But it’s not any one of these issues! The biggest… (Read more)
The SECURE Act, which is now law, is being touted as a big “win” for retirees. For some folks, it could be a financial windfal; but for others, it could totally disrupt your retirement plans! The question is … how will it impact you?… (Read more)
20-19 will be one for the record books for investors. But there are many reasons why 20-20 … Could be a whole new ballgame. Many of the strategies that have worked for the past 10 years … no longer apply.… (Read more)
Hear David Interview David McKnight about his new documentary The Power Of Zero Movie. The Power of Zero: The Tax Train Is Coming is a 75 minute documentary by Director Doug Orchard that takes an in-depth look at how… (Read more)
It’s what you don’t know that could cost you a fortune in Social Security (SS) benefits. If you’re not careful, your retirement might be a fraction of what it could be and there’s nothing you can do about it. Currently,… (Read more)
The last bull market ended with a devastating crash in what is now called The Great Recession and Americans lost 10.2 trillion dollars in wealth. The current bull market seems to be unstoppable. Be assured, it will. When it does,… (Read more)
