Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Before Wealth Distribution, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why it’s so important to understand your “lifetime” tax liability.

Questions covered in this interview include:

  1. What is one of the biggest security risks to our money, especially once the wealth decumulation begins?
  2. Why have taxes become such a big issue in retirement? What has happened in the past 40 years?
  3. Why do Americans pay so much tax during the years when they are “no longer earning” and even more as they get closer and closer to life expectancy?
  4. Why do so few advisors talk to their clients about tax elimination strategies?

Listen to the interview on the Business Innovators Radio Network:


Judy explained, “Taxation in your retirement years is one of the biggest risks to your money security. Over the past 30 years, taxes are the lowest since the tax code was created in 1913. Why not take advantage of these low tax rates to convert your tax-deferred savings into after-tax savings, paying the taxes and never pay taxes on that money again for the rest of your life? ! Switch from Forever Taxed to “Never Taxed”. There are so many financial vehicles on the market today to systematically and strategically help you plan for potentially paying 0% taxes during your payout years.

Carlson continued, “Most financial advisors and planners manage your invested assets. A few offer insurance-based strategies. We do both! We help you bridge the gap between “managed risk” (investment) strategies and “safe money” (insurance) strategies. We wrap your entire financial foundation, as well as your future goals and dreams, in a comprehensive analysis of your investments, assets, lifetime taxation, retirement income, social security benefits and your protection if you suffer from a chronic or serious illness or a long-term illness. care event. We custom design and build your unique and strategic lifetime wealth plan. It is flexible and fluid for the twists and turns of your route. Lifelong financial planning, whether you’re starting in your 20s or 70s, builds confidence, creates clarity, relieves stress, worry and anxiety, and gives you a sense of protection for your money.

Video link: https://www.youtube.com/embed/SaS4TzHZs7k

About Judy Carlson

Judy has been a CPA for over 40 years and has worked in the financial services industry for most of her career. She is an Independent Trust Financial Planner and an Independent Licensed Insurance Agent.

For the past ten years, Judy’s passion has been to protect families financially using unique and innovative strategies not typically found in traditional financial planning approaches. His practice bridges the gap between the investment and insurance sides of the financial services industry.

Judy’s career has spanned public accounting, tax, corporate finance and education, and ten years ago she transitioned from business planning to personal planning.

Investment Adviser Representative and advisory services offered by Royal Fund Management, LLC, an SEC-registered adviser.

Learn more: https://judycarlson.com

Previous reports:

Interview with Judy Carlson on how she protects families financially:


Interview with Judy Carlson discussing investments versus insurance for wealth accumulation:


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