by Judy Carlson | Apr 6, 2021 | Discovery, Tax-Free
Most financial plans fail during the “decumulation” phase, primarily because retirees are blindsided by the domino impact of taxes. Over the past 25, 30, 35, 40 years you have likely been working with a money manager, financial advisor, or some type of financial...
by Judy Carlson | Mar 26, 2021 | Discovery, Tax-Free
Taxes will go up – you are running out of time to get ahead of the changes. 60 million Baby Boomers will retire by the end of this decade. They will go from paying into Social Security and Medicare to drawing on Social Security and Medicare. There...
by Judy Carlson | Mar 25, 2021 | Discovery, Tax-Free
95% of Americans are going to pay taxes the rest of their lives…even during their retirement years! Why? Because they will report INCOME on their tax returns. Why? Because their savings is in assets where the distributions are taxable. How much of your retirement...
by Judy Carlson | Feb 24, 2021 | Discovery, Tax-Free
Your Wealth Distribution years begin when you decide to slow down or stop working and you transition from saving money to spending the money you have saved. Most people are simply unaware of the risks they face with their money once they start spending what they’ve...
by Judy Carlson | Feb 3, 2021 | Discovery, Tax-Free
National Debt = $27 Trillion Tax-deferred Money = $24 Trillion Ever wonder why “They” don’t talk about the National Debt? If you would prefer not to subject your 401k, IRA, 403b or SEP to the Government’s solution to the National Debt, then perhaps you should pay...
by Judy Carlson | Jan 31, 2021 | Discovery, Tax-Free
Most American taxpayers spend 40 years working hard to save money for retirement, usually saving their money into accounts recommended by their financial professionals. saving their money into accounts recommended by their financial professionals. Most folks get ready...
