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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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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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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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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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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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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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