Judy Carlson, Paying Fiduciary Financial Professional – Discussing money security risks that could derail a financial plan, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why taxes are one of the biggest money security risks.

Questions covered in this interview include:

  • Why are taxes such a big consideration when planning for wealth decumulation?
  • Why is it so important to plan ahead when it comes to making financial decisions that involve paying taxes on income today rather than paying taxes on that income in the future?
  • Tax deferral creates future taxes at uncertain dates and rates – are you comfortable with this uncertainty in retirement?
  • Why are 1040 income and taxes so important to manage over your lifetime?
  • What is “another way” to save money today that produces “tax-free” retirement withdrawals that don’t reach 1,040?


Video link: https://www.youtube.com/embed/5vwgErxdWIU

Judy brings a fresh perspective on the lifetime tax implications of the financial decisions people make today. Judy explained, “Taxes are one of the biggest security risks to our money. When you pay taxes on your income is your decision. Choosing to defer paying taxes exposes your money to the risk of unknown future taxes at unknown dates. Examples include 401ks, IRAs, 403bs, SEPs, etc. Income is income, and it must be reported on IRS tax form 1040. What if you could pay all taxes owed on your income before you begin wealth decumulation? There are some forms of wealth-building life insurance that offer dozens of “living benefits” not found in traditional forms of investment assets. They are collateral assets with benefits such as tax-free growth, tax-free distributions, tax-free death benefit, leverage opportunities, uninterrupted compound growth, protection for a chronic or serious illness and a long-term care event, etc. during the years of wealth accumulation provides clarity, certainty and confidence for your years of wealth disbursement and can save you hundreds of thousands of dollars in taxes over your lifetime.

Listen to the interview on the Business Innovators Radio Network:
https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-risks-to-the-safety-of-money-that-could-derail-a-financial-plan/

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 Advisor Representative and Advisory Services provided by Royal Fund Management, LLC, an SEC Registered Advisor.

Learn more: https://judycarlson.com

Previous reports:

Interview with Judy Carlson discussing how she protects families financially

https://authoritypresswire.com/judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially-interviewed-on-influential-entrepreneurs-podcast/

Interview with Judy Carlson discussing investments versus insurance for wealth accumulation

https://authoritypresswire.com/judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation-interviewed-on-influential-entrepreneurs-podcast/

Interview with Judy Carlson discussing the importance of tax elimination strategies before wealth distribution
https://authoritypresswire.com/judy-carlson-fee-based-fiduciary-financial-professional-discussing-the-importance-of-tax-elimination-strategies-prior-to-wealth-distribution-interviewed-on-influential- entrepreneurs-podcast/

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