The SECURE 2.0 Act was signed into law on December 29th, 2022, to enhance the SECURE Act of 2019. ...
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Joe Carlson, CFP®
Senior Financial Planner
Joe Carlson is a Senior Financial Planner at Lutz Financial. He began his career in 2018. Joe specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high-net-worth individuals, families, and businesses. He lives in Omaha, NE, with his wife, Taylor, and their dog Miley.
Areas of Focus
- Comprehensive Financial Planning
- Client Relationship & Account Management
- Investment Advisory Services
- Financial Literacy Education
- Income Tax Planning
- Retirement Cash Flow Planning
- Estate Planning
- Social Security & Medicare Planning
- High Net-Worth Families
Affiliations & Credentials
- Financial Planning Association®, Member
- Bloomberg Certified
- CERTIFIED FINANCIAL PLANNER™
Educational Background
- BSBA in Finance, University of Nebraska, Lincoln, NE
Thought Leadership
Financial Planning
The New 529 to Roth IRA Rollover Provision
Investment Advisory
My Values or My Investments… Why Not Both?...
Most investors are familiar with the terms ESG, socially responsible, and sustainable investing. ...
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