Lukas Total Wealth

We hope your Christmas is filled with sweet moments with family, sweet treats, and hopefully fewer tangled lights than usual. Merry Christmas from Lukas Total Wealth

Happy Thanksgiving from Lukas Total Wealth!🦃 Grateful for good people, good food, and a day where the only thing we’re calculating is how much pie we can fit on one plate. Wishing you warmth, laughter, and a full heart today.

Thank you to everyone who came out to the BBQ! We had a great time with good food, laughter, and great company. We’re grateful for each of you who made the evening special.

We want to take a moment to celebrate a very special milestone for the Lukas family. This week, David Lukas’s brother, Aaron Lukas, was officially sworn in as Deputy Director of National Intelligence, an extraordinary honor and a testament to his dedication, integrity, and service to our country. Please join us in congratulating Aaron Lukas and the entire Lukas family on this remarkable achievement. We’re proud to see excellence and leadership run so deep in the Lukas name.

🎉 Welcome Ben Lukas to the Team! 🎉 This week marks Ben Lukas’s first official week as a Total Wealth Fellowship Associate here at Lukas Total Wealth! Ben has grown up around the firm and is now stepping into a hands-on role, learning the ins and outs of how we help families thrive. We’re excited to have him on board—be sure to give him a warm welcome when you see him around!

Help us wish a very happy birthday to Maddy! 🎉 Since joining the Lukas Total Wealth team, Maddy has brought warmth, positivity, and a unique gift for making everyone feel valued. We’re so grateful to have her on our team, and we hope her special day is as amazing as she is. 🥳🎂

🎄✨ This week, we gathered at our downtown office for some meaningful year-end planning as a team. Reflecting on the incredible families we have the privilege to serve and setting our sights on an amazing 2025 filled our hearts with gratitude and excitement. From all of us here at Lukas Total Wealth, we wish you and your loved ones a very Merry Christmas and a Happy New Year! 🎅🎁🎉

A huge thanks to everyone who made our Game Night so much fun! 🙌 We loved seeing your competitive spirit and sharing laughs together. Your support means the world to us, and we can’t wait to see you at our next event!

Three Retirement Tax Traps... katv.com/community/good…

Although it’s a slow-moving train, Social Security changes a little every year. DavidLukasFinancial.com.advisor.news/forbes/money/w…

A new year always brings some changes in the rules around financial planning and 2021 is no exception. Many of the recently enacted rules are a direct result of attempts to help the economy in the face of the COVID-19 pandemic. DavidLukasFinancial.com.advisor.news/forbes/money/g…

When you are named the beneficiary of an individual retirement account (IRA), and the IRA owner dies, you may think you've received a tax-free inheritance. Well, that's only partially correct. DavidLukasFinancial.com.advisor.news/rules-rmds-inh…

A Roth IRA can be an excellent way to stash away money for your retirement years. Like its traditional IRA cousin, this type of savings account allows your investments to grow tax-free. Here's what you need to know. DavidLukasFinancial.com.advisor.news/roth-ira-contr…

Taxes are the fuel that keeps our government running. It's easy to grasp the concept that a larger government requires more taxes in order to operate. DavidLukasFinancial.com.advisor.news/forbes/busines…

The IRS has announced its inflation adjustments for 2021 taxes DavidLukasFinancial.com.advisor.news/2021-tax-brack…

The increasing individual debt load due to the Covid 19 pandemic raises the question how are debts handled if there is an unexpected death? DavidLukasFinancial.com.advisor.news/forbes/money/h…

Knowing how much you qualify for in Social Security benefits will help put you in the best position to retire. DavidLukasFinancial.com.advisor.news/forbes/leaders…

After hitting bottom in April, the U.S. economy has clawed back ground despite a resurgence in coronavirus infections. Recovering the remaining ground may be tougher. DavidLukasFinancial.com.advisor.news/a-surprisingly…

Don't forget to listen to David Lukas of David Lukas Financial. Check out "Helping to election proofing your retirement" dlshowonline.com/help-election-… #Retirement #Arkansas

The Internal Revenue Service (IRS) has released a draft of Form 1040, U.S. Individual Income Tax Return. There are several notable changes to the form proposed for the tax year 2020 - the tax return that you'll file in 2021. And… po DavidLukasFinancial.com.advisor.news/forbes/money/i…