retirement… and the first five years of retirement. This is when you’ll be faced with critical

decisions that could have long-term financial consequences for your nest egg. Don’t miss a

special edition of The David Lukas Show

The post The Dangerous Decade first appeared on The David Lukas Show.

The post The Dangerous Decade appeared first on The David Lukas Show.

Uncle Sam can’t wait for you to turn 73!

Why? Because this is when the government forces you to start withdrawing money from your IRA and 401K.

These are called required minimum distributions. And they could trigger a domino effect of stiff penalties, higher taxes and double your Medicare premiums.

Learn how you could avoid 5 critical RMD mistakes on a special episode of The David Lukas Show.

The post 5 Critical RMD Mistakes That Could Decimate Your IRA and 401K! first appeared on The David Lukas Show.

The post 5 Critical RMD Mistakes That Could Decimate Your IRA and 401K! appeared first on The David Lukas Show.

The next generation of retirees face a new set of challenges that could threaten their financial security. Find out what they are on this episode of the David Lucas show.

The post The next generation of retirees face a new set of challenges that could threaten their financial security first appeared on The David Lukas Show.

The post The next generation of retirees face a new set of challenges that could threaten their financial security appeared first on The David Lukas Show.

How much do you really know about filing for your Social Security benefits? Test your knowledge on a special edition of the David Lukas Show.

The post How much do you really know about filing for your Social Security benefits? first appeared on The David Lukas Show.

The post How much do you really know about filing for your Social Security benefits? appeared first on The David Lukas Show.

It’s called the dangerous decade and it could have significant long term consequences for your nest egg. Don’t miss part two of The Dangerous Decade on this episode of the David Lukas Show.

The post The Dangerous Decade Part 2 first appeared on The David Lukas Show.

The post The Dangerous Decade Part 2 appeared first on The David Lukas Show.

It’s called the dangerous decade of retirement planning and it could have significant long term consequences for your nest egg. Don’t miss this important episode of The David Lucas Show.

The post The Dangerous Decade Part 1 first appeared on The David Lukas Show.

The post The Dangerous Decade Part 1 appeared first on The David Lukas Show.

It’s the number one threat to your retirement savings today, and nobody’s talking about
it.
Find out what it is on a special edition of the David Lukas Show

The post The number one threat to your retirement savings today that nobody’s talking about first appeared on The David Lukas Show.

The post The number one threat to your retirement savings today that nobody’s talking about appeared first on The David Lukas Show.

You might be surprised to learn that only 33% of Americans got a passing grade in a recent study. 

You can just put your knowledge to the test.  

Take the Ultimate Retirement Planning Quiz on The David Lukas Show

The post Take the Ultimate Retirement Planning Quiz first appeared on The David Lukas Show.

The post Take the Ultimate Retirement Planning Quiz appeared first on The David Lukas Show.

Did you know you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition of The David Lukas Show

The post Take advantage of some simple tax planning strategies now first appeared on The David Lukas Show.

The post Take advantage of some simple tax planning strategies now appeared first on The David Lukas Show.

How much will your expenses be in retirement? With soaring inflation…
Increasing longevity rates…
The potential of higher future taxes…

And the skyrocketing cost of healthcare and long-term care…
Your expenses could be a lot higher than you realize!
Discover 5 often-overlooked expenses that could blind side you in retirement…

The post Discover 5 often-overlooked expenses that could blind side you in retirement first appeared on The David Lukas Show.

The post Discover 5 often-overlooked expenses that could blind side you in retirement appeared first on The David Lukas Show.

The post Learn five specific ways you could protect and grow your retirement savings in 20-23. first appeared on The David Lukas Show.

The post Learn five specific ways you could protect and grow your retirement savings in 20-23. appeared first on The David Lukas Show.

Which account should you tap first? And how much can you safely withdraw every year without running through your entire life savings too soon? 

Withdrawing money in retirement is far more complicated than most people understand.

We covered this topic in the past, but there’s more you need to new with a recently released study. 

Tune in, Listen and Learn… 

The post Withdrawing money in retirement is far more complicated than most people understand – Revisited first appeared on The David Lukas Show.

The post Withdrawing money in retirement is far more complicated than most people understand – Revisited appeared first on The David Lukas Show.

And unfortunately, it happens all the time. 

Learn how to avoid seven retirement blind spots that could cost you a fortune. 

Don’s Miss the David Lukas Show

The post Learn how to avoid seven retirement blind spots that could cost you a fortune first appeared on The David Lukas Show.

The post Learn how to avoid seven retirement blind spots that could cost you a fortune appeared first on The David Lukas Show.

Why are Americans rushing to take advantage of tax planning today? Because they know higher taxes could be just around the corner. Don’t miss The David Lukas Show!

The post Why are Americans rushing to take advantage of tax planning today? first appeared on The David Lukas Show.

The post Why are Americans rushing to take advantage of tax planning today? appeared first on The David Lukas Show.

Which account should you tap first? And how much can you safely withdraw every year without running through your entire life savings too soon? 

Withdrawing money in retirement is far more complicated than most people understand.

Don’t miss the David Lukas show.

The post What is your strategy to withdraw money from your nest egg in retirement?  first appeared on The David Lukas Show.

The post What is your strategy to withdraw money from your nest egg in retirement?  appeared first on The David Lukas Show.

There’s an important question you need to ask yourself…

What should you do with your money and investments today…

That could help ensure you retire successfully tomorrow?

Learn 5 boxes you must check before you can even begin to think about retirement…

The post Learn 5 boxes you must check before you can even begin to think about retirement first appeared on The David Lukas Show.

The post Learn 5 boxes you must check before you can even begin to think about retirement appeared first on The David Lukas Show.

Making contributions to one of these tax-deferred retirement accounts … is the easy part.

But withdrawing this money in retirement gets complicated.

This is where you can make critical mistakes … that could cost you a fortune.

Learn 5 ways you could squeeze more money out of your IRA and 401K…

On The David Lukas Show

The post Learn 5 ways you could squeeze more money out of your IRA and 401K first appeared on The David Lukas Show.

The post Learn 5 ways you could squeeze more money out of your IRA and 401K appeared first on The David Lukas Show.

“Teenage babysitters are getting $30 an hour now … because they can!”

But inflation isn’t just driving up the hourly cost of babysitters.

It’s driving up the cost of everything.

How could sustained inflation impact your retirement?

Tune into The David Lukas Show

The post Just how bad is inflation? first appeared on The David Lukas Show.

The post Just how bad is inflation? appeared first on The David Lukas Show.

You don’t have control over what’s next for the stock market.

But you DO have control over how you position and protect your savings and investments.

Don’t miss a special edition of The David Lukas Show

The post How much lower will the market go? first appeared on The David Lukas Show.

The post How much lower will the market go? appeared first on The David Lukas Show.

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 more than others.

Learn how your retirement savings could get taxed…

On a special edition of The David Lukas Show

The post Learn how your retirement savings could get taxed first appeared on The David Lukas Show.

The post Learn how your retirement savings could get taxed appeared first on The David Lukas Show.

The post 5-Simple and actionable ways to reboot your retirement game plan in 2022On T first appeared on The David Lukas Show.

The post 5-Simple and actionable ways to reboot your retirement game plan in 2022On T appeared first on The David Lukas Show.

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 could help you avoid making a critical financial mistake! Don’t miss a special edition of The David Lukas Show

The post How could you avoid the costly mistakes … that others have made? first appeared on The David Lukas Show.

The post How could you avoid the costly mistakes … that others have made? appeared first on The David Lukas Show.

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 these strategies are on a special edition of The David Lukas Show…

The post Are you concerned that recent government spending could trigger higher taxes? first appeared on The David Lukas Show.

The post Are you concerned that recent government spending could trigger higher taxes? appeared first on The David Lukas Show.

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 from social security.

The post Filing for your social security benefits is more complicated than most people realize first appeared on The David Lukas Show.

The post Filing for your social security benefits is more complicated than most people realize appeared first on The David Lukas Show.

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 savings and investments into income?

Don’t overlook or underestimate a critical pillar of retirement planning …Get the 12-Point Retirement Planning Checklist on The David Lukas Show

The post You’ve worked hard and saved for retirement first appeared on The David Lukas Show.

The post You’ve worked hard and saved for retirement appeared first on The David Lukas Show.

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 them with far less money in retirement!

Learn four tax traps that could rob you of your hard-earned savings …On a special edition of The David Lukas Show

The post Learn four tax traps that could rob you of your hard-earned savings first appeared on The David Lukas Show.

The post Learn four tax traps that could rob you of your hard-earned savings appeared first on The David Lukas Show.

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 to prepare for the unexpected!Don’t miss a special edition of  The David Lukas Show…

The post Learn what you can do NOW to prepare for the unexpected! first appeared on The David Lukas Show.

The post Learn what you can do NOW to prepare for the unexpected! appeared first on The David Lukas Show.

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 do before the end of the year …

that could protect and grow your retirement savings? Find out on The David Lukas Show..

The post The government has proposed sweeping changes with taxes first appeared on The David Lukas Show.

The post The government has proposed sweeping changes with taxes appeared first on The David Lukas Show.

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 you could protect your hard-earned savings on a special edition of The David Lukas Show.

The post Learn how you could protect your hard-earned savings first appeared on The David Lukas Show.

The post Learn how you could protect your hard-earned savings appeared first on The David Lukas Show.

What do your IRA, 401(k), Social Security benefits, and investment income have in common? 

They could all get clobbered by taxes when you retire…

But it doesn’t have to be this way!

There are 4-tax planning mistakes that could wreck your retirement.. 

Find out what they are, and what you can do to protect yourself on the David Lukas show.

The post 4-tax planning mistakes that could wreck your retirement first appeared on The David Lukas Show.

The post 4-tax planning mistakes that could wreck your retirement appeared first on The David Lukas Show.

Do you have an IRA or 401K?

Contributing money to one of these retirement accounts is one thing.

But when you want to withdraw this money in retirement …

There’s an endless list of government rules that are seemingly designed … to trip you up.

Learn the 5 common mistakes that could leave you with a fraction of your retirement savings.

Tune in to the David Lukas Show…

The post 5 common mistakes that could leave you with a fraction of your retirement savings first appeared on The David Lukas Show.

The post 5 common mistakes that could leave you with a fraction of your retirement savings appeared first on The David Lukas Show.

Our world has been turned upside down over the past 18 months.

And with all the turmoil …

Fortunes have been won, and fortunes have been lost.

So what will the second half of 20-21 bring?And what can you do now that could exponentially grow your retirement savings?

Don’t miss The David Lukas Show…

The post Our world has been turned upside down first appeared on The David Lukas Show.

The post Our world has been turned upside down appeared first on The David Lukas Show.

Old man inflation is back. And it poses a very real threat to everyone.

And the timing couldn’t be worse … if you’re in or nearing retirement.

Find out what this new threat of inflation means for you and your retirement … 

On a special edition of The David Lukas Show

The post Old man inflation is back first appeared on The David Lukas Show.

The post Old man inflation is back appeared first on The David Lukas Show.

If you retired tomorrow …

Could you afford to go without a paycheck for 30, 35, or even 40 years?

That’s why it’s critical you have a plan to replace your paycheck in retirement.

Otherwise you could run through your entire life savings far too soon!

Learn how you could replace your paycheck in retirement … on The David Lukas Show

The post Learn how you could replace your paycheck in retirement first appeared on The David Lukas Show.

The post Learn how you could replace your paycheck in retirement appeared first on The David Lukas Show.

Do you hope to retire soon?

According to Warren Buffett … It’s important to learn from your mistakes. 

But it’s even better … to learn from other people’s mistakes!Learn how you could avoid 7 common retirement planning mistakes you can’t afford to make.  Don’t miss a special edition of  The David Lukas Show

The post Learn how you could avoid 7 common retirement planning mistakes first appeared on The David Lukas Show.

The post Learn how you could avoid 7 common retirement planning mistakes appeared first on The David Lukas Show.

In a study featured in USA TODAY … 60% of Americans … 

60% … said they retired unexpectedly.

If you were forced to retire today … would you be ready?

Learn four things you can do now … that could help you prepare for anything that comes your way!Don’t miss a special edition of The David Lukas Show

The post 60% … Said They Retired Unexpectedly first appeared on The David Lukas Show.

The post 60% … Said They Retired Unexpectedly appeared first on The David Lukas Show.

If you Google “planning for retirement” … 

There are 289 million different articles, blogs, and videos about planning for retirement.

Unfortunately, most of this advice is dated, misleading, or just flat out wrong.

And it wouldn’t stand a chance against the challenges you’ll face in retirement today!

Learn 5 of the most common retirement planning myths …On a special edition of The David Lukas Show

The post Learn 5 of the most common retirement planning myths first appeared on The David Lukas Show.

The post Learn 5 of the most common retirement planning myths appeared first on The David Lukas Show.

Turning 72 may not be a big deal for you.
But it will be for the IRS.
This is the year when Required Minimum Distributions kick in …
And you’ll be forced to start withdrawing money from your IRA and 401K …
To ensure Uncle Sam finally gets his cut.
And the financial consequences … could be more than you know!
Don’t miss The David Lukas Show

The post Turning 72 may not be a big deal for you first appeared on The David Lukas Show.

The post Turning 72 may not be a big deal for you appeared first on The David Lukas Show.

Did you know you get taxed …On as much as 85% of your social security benefits?It’s true.But this is just one of many social security surprises …That could leave you with a fraction of your benefits. If you’re within 5 years of filing for social security …Don’t miss a special edition of The David Lukas Financial 

The post Did you know you get taxed on as much as 85% of your social security benefits? first appeared on The David Lukas Show.

The post Did you know you get taxed on as much as 85% of your social security benefits? appeared first on The David Lukas Show.

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 get taxed higher than others.

Learn how your retirement savings could get taxed in retirement … On a special edition of The David Lukas Show

The post Learn how your retirement savings could get taxed in retirement first appeared on The David Lukas Show.

The post Learn how your retirement savings could get taxed in retirement appeared first on The David Lukas Show.

80 years old.

Full of life.

And flat broke.

That’s the unfortunate predicament so many baby boomers could find themselves in …

Because they simply failed to have a plan … to generate income in retirement.

Learn how you could successfully turn your savings and investments into an income workhorse. 

Tune is this week to The David Lukas show…

The post 80 years old. Full of life. And flat broke. first appeared on The David Lukas Show.

The post 80 years old. Full of life. And flat broke. appeared first on The David Lukas Show.

Warren Buffett – the most successful investor of our time …
Recently said that retirees who count on fixed income … “face a bleak future.”
It’s because the returns on CD’s, savings accounts and bonds … are pathetically low.
And it doesn’t look like it’s going to improve anytime soon.
Discover your options to generate income in retirement today on The David Lukas Show

The post Discover your options to generate income in retirement today first appeared on The David Lukas Show.

The post Discover your options to generate income in retirement today appeared first on The David Lukas Show.

You could pay as much as $187,945 in TAXES on your social security benefits?

Unfortunately, it’s true!

And this is just one of the many trap doors with filing for your benefits!
Don’t miss the ultimate guide to filing for social security …

The post You could pay as much as $187,945 in TAXES on your social security benefits? first appeared on The David Lukas Show.

The post You could pay as much as $187,945 in TAXES on your social security benefits? appeared first on The David Lukas Show.

The threat of massive tax increases …

A stock market at record highs …

Interest rates at record lows …

Changes with social security and RMD’s …

These are just a few of the reasons why planning for retirement …

Has been turned on its head.

Discover 4 critical steps you must take today that could help you retire successfully tomorrow on The David Lukas Show 

The post 4 critical steps you must take today that could help you retire successfully tomorrow first appeared on The David Lukas Show.

The post 4 critical steps you must take today that could help you retire successfully tomorrow appeared first on The David Lukas Show.

When you retire … you’ll likely end up in one of two camps.

Either you don’t have a plan to generate income in retirement …

And you’ll be living in constant fear of running out of money and watching every nickel …

Or you’ll have a plan …

And you can afford things you wanted to do.

The question is … Which one are you going to be?

The post 2 Retirement Camps first appeared on The David Lukas Show.

The post 2 Retirement Camps appeared first on The David Lukas Show.

Massive tax increases could be just around the corner. And if you are nearing retirement…

This could take a huge chunk of your IRA, 401k, and other tax-deferred retirement accounts.

Discover the little-known strategies that could help you save a fortune in taxes when you retire!

Don’t miss a special edition of The David Lukas Show

The post Massive tax increases could be just around the corner first appeared on The David Lukas Show.

The post Massive tax increases could be just around the corner appeared first on The David Lukas Show.

Doesn’t mean you can breathe a sigh of relief.

The events from last year will have a lasting impact on the way we invest and plan for retirement … for many years to come.

And it’s very possible we could see even greater hurdles … in the New Year.Learn 7 ways you could exponentially grow your wealth in 20-21 on The David Lukas Show

The post Learn 7 ways you could exponentially grow your wealth in 20-21 first appeared on The David Lukas Show.

The post Learn 7 ways you could exponentially grow your wealth in 20-21 appeared first on The David Lukas Show.

Today, record low-interest rates make it impossible to generate income from CDs and savings accounts.

Healthcare and medical expenses are going through the roof.

And the threat of higher taxes could destroy your retirement savings.

Learn 6 ways planning for retirement has been turned on its head!

Don’t miss a special edition of The David Lukas Show

The post Learn 6 ways planning for retirement has been turned on its head first appeared on The David Lukas Show.

The post Learn 6 ways planning for retirement has been turned on its head appeared first on The David Lukas Show.

We’re living longer than ever before.

That may sound like great news on the surface …

But living longer doesn’t come cheap … 

And those who are underprepared …

could easily outlive their savings … 

Learn how you could make your savings last longer
on The David Lukas Show

The post Living longer doesn’t come cheap first appeared on The David Lukas Show.

The post Living longer doesn’t come cheap appeared first on The David Lukas Show.

For this next generation of retirees …

Taxes will likely play a bigger role in retirement … than any previous generation.

And if you don’t take proactive steps now to protect your nest egg … 

You could lose a big chunk of your retirement savings to the IRS.

Find out what you can do now to reduce or eliminate these taxes on …

Tune into The David Lukas Show…..

The post Taxes will likely play a bigger role in retirement first appeared on The David Lukas Show.

The post Taxes will likely play a bigger role in retirement appeared first on The David Lukas Show.