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We help the first-generation wealthy make smart decisions about their money...
So that you can do what you want to do.
Retirement


Tax Planning in 2026–2027: Strategies for Professionals, Business Owners, and Retirees
Most people think about taxes when it's time to file their return—but the biggest tax-saving opportunities often happen months earlier. In this guide, Greg Luken explains the difference between tax preparation and proactive tax planning, and why that distinction matters for business owners, retirees, and high-income professionals

Greg Luken
Jul 295 min read


Backdoor Roth IRA Explained: Everything High-Income Earners Need to Know in 2026
Backdoor Roth IRA Explained (2026): How High-Income Earners Can Still Build Tax-Free Retirement Savings

Hannah O'Leary
Jul 224 min read


What Is an RMD? What Retirees Need to Know About Required Minimum Distributions
What is an RMD, and why does it matter for your retirement plan? Required Minimum Distributions are IRS-mandated withdrawals from tax-deferred accounts like traditional IRAs and 401(k)s. This article breaks down when RMDs start, how they're calculated, and what penalties to avoid.

Hannah O'Leary
Jul 2, 20252 min read


Do You Have Enough to Retire?
Not sure if you have enough to retire? This practical guide walks you through how to calculate your retirement number, estimate your spending, and gain financial clarity. If you're in or around Nashville, TN, Luken Wealth Management can help you turn those numbers into a plan—with expert guidance and a free worksheet to get started.

Greg Luken
Jun 25, 20252 min read


Greg Luken Featured on NewsChannel 5: “How Much Do You Need to Retire?”
Greg Luken, founder of Luken Wealth Management in Brentwood, TN, was recently featured on NewsChannel 5’s Let Me Help segment, answering the question: How much do you need to retire? Watch the interview and learn how to calculate your retirement number and plan with confidence.

Bridget Flynn
Jun 25, 20252 min read


What Does It Really Take to Retire Rich?
Greg Luken Featured in Kiplinger

Greg Luken
Jun 8, 20251 min read


The Power of Execution: The Key to Unlocking Financial Success
Luken Wealth Management in Brentwood, TN shares how one small action taken today, is better than a big one down the road.

Greg Luken
Apr 2, 20253 min read


Wealth Preservation & Growth: An Investment Guide for First-Generation Wealth Creators
A practical guide for wealth building with Greg Luken, Luken Wealth Management in Brentwood, TN 37027.

Greg Luken
Mar 23, 20253 min read
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