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The traditional financial world has instilled in most Americans that the only way to wealth is through doing what they tell you. The major problem here is that, many times, they do not take their own advice and, even more often, their bosses do not follow that advice. Much of the conventional financial world is smoke and mirrors, designed to give you the impression that your money will “work for you” when the reality is that over time, this hasn’t come to pass. If what you thought to true ab ...
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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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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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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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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 …
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The next generation of retirees face a new set of challenges that could threaten their financial security
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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? Test your knowledge on a special edition of the David Lukas Show.
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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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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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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
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Do you think you could pass a basic quiz about planning for retirement? 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
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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…
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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...…
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Between stubborn inflation, a falling stock market and a looming recession… There’s no shortage of headwinds to grow your nest egg in the New Year! Learn five specific ways you could protect and grow your retirement savings in 20-23.
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Withdrawing money in retirement is far more complicated than most people understand - Revisited
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What is your strategy for withdrawing money from your nest egg in retirement? 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…
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The last thing you need when you're retired is to get blindsided by some big financial surprise. 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
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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!
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What is your strategy to withdraw money from your nest egg in retirement? 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.…
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If you hope to retire in the next five years… 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… Tune into The David Lukas Show…
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How much money have you saved in your IRA or 401K? 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 T…
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According to a recent story in the Wall Street Journal … “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…
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How much lower will the market go? And how long could it last? 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 Davis Lukas Show
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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…
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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 plan in 2022 On The David Lukas Show.…
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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 could help you avoid making a critical financial mistake! Don’t miss a special edition of The David Luk…
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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 Da…
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