The Retirement Tax Trap – And How to Avoid It
The David Lukas Show
will go down. Spoiler alert—they often don’t. In fact, many retirees find themselves paying more in taxes than when they were working. David walks listeners through the difference between mandatory and optional taxes, reveals why Required Minimum Distributions (RMDs) can cause major tax headaches, and explains how Social Security can be taxed up to 85%—unless you plan ahead. He introduces the Thrive Planning Framework, which includes proactive strategies like: Strategic Roth Integrations Avoiding the Tax Torpedo Planning around the Widow’s Penalty Shifting from micro tax prep...
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What You Must Know Before You Can Retire
The David Lukas Show
Taxes. Social Security. Risk. Income. Medicare. There are several critical decisions you need to make before you can think about retiring. And since this is something you’ve never done before, you want to be sure you don’t overlook or underestimate anything.
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What America’s Retirement Downgrade Means to You
The David Lukas Show
Tax increases, stubborn inflation, skyrocketing healthcare costs… And Social Security’s running out of money. It’s no wonder America’s retirement system just got downgraded. How will it impact your retirement? And importantly, what can you do about it?
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The Dangerous Decade
The David Lukas Show
It’s called the dangerous decade of retirement planning. It’s the five years leading up to 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
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5 Critical RMD Mistakes That Could Decimate Your IRA and 401K!
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.
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The next generation of retirees face a new set of challenges that could threaten their financial security
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.
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How much do you really know about filing for your Social Security benefits?
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.
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The Dangerous Decade Part 2
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.
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The Dangerous Decade Part 1
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.
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The number one threat to your retirement savings today that nobody's talking about
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 Lucas Show
info_outlineIt'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.