Bob Carlson's

Worry-Free Retirement Library

Volume 1:
Keeping Your Nest Egg Safe from the IRS Money Grab

How much are your traditional IRAs really worth? Not nearly as much as you think once you take into consideration that the government is going to fully tax the income you receive from them once you start taking your distributions.

That’s why I created this volume to help you take the right steps to protect your assets from this outrageous IRS money grab.

Plus, I provide other little-known ways to make your money go its farthest, including:

• Making this one change to your retirement accounts could save you thousands in taxes when you start taking your distributions.
• My #1 secret to ensuring that you never run out of money and that you stay ahead of inflation.
• How emptying your IRAs early could save you hundreds of thousands in taxes.

Keep your nest egg solid. Learn how to reduce unnecessary taxes.

Harvest the greatest possible profit from your home's equity.

Volume 2:
Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid

If you’ve owned your home for more than a decade, you’ve probably seen gains that exceed most of your other investments. So you may be facing a huge tax bite when you go to sell it—despite the even generous tax exemptions we’ve seen over the past few years.

But the good news is that in Volume 2 of your Worry-Free Retirement Library you’ll find myriad ways to avoid being hit with excessive taxes. Included are:

• Getting ready to sell your home? Here’s how to make sure your capital gains are tax free.
• More than 50% of homeowners pay too much property tax. Here are little-known strategies to ensure you’re not being assessed one cent more than you owe.
• Here’s why that RV, camper or boat in your driveway could cost you thousands when you go to sell your home.

Volume 3:
How to Insure Your Way to a Rock-Solid Retirement

In this volume of the Worry-Free Retirement Library, I reveal just about everything you need to know about making sure that you have the right coverage as you move into your retirement years.

Together we look at how to determine the right life insurance policy for you, how to pick the right Medicare drug plan so you get the maximum benefits, the do’s and don’ts of buying long-term-care coverage and much more.

• Think your living will has all your bases covered? Think again. These little-known but simple steps can insure that your wishes are met.
• If you’ve had your life insurance more than 5 years, here’s why you could be spending hundreds more than you need to.
• Two common mistakes you must avoid when buying long-term-care insurance.

Maximize your coverage. Minimize your cost.

Know how much you can afford to spend.

Volume 4:
Savvy Money Moves to Make NOW for a Richer Retirement

Wouldn’t it be nice to have more to spend in retirement? Or better still, discover you may be saving too much already and depriving yourself of things you could use right now?

In Volume 4, you’ll discover some of my most lucrative secrets for living richer now and during retirement:

• The simple formula to accurately estimate your retirement expenses—and find out if you’re saving too much.
• The clever trick to cut your capital gains taxes by 20%—do this and you could save thousands in taxes every time.
• The one secret you need to know to keep Uncle Sam from taking 30% or more of your nest egg—it’s even authorized by Congress.

Volume 5:
5 Easy-Chair Portfolios to Fund Your Retirement Dreams

In Volume 5, I give you the details on a powerful and surprising 5-portfolio investment strategy that brings you a high level of diversification and the greatest margin of safety. Time and time again my strategy will steer you into funds that can help you grow your money faster than the paltry returns most investors are seeing from today’s markets.

It’s a reliable strategy that lets you spend your free time relaxing in your easy chair…not worrying about your finances. You’ll discover:

• How to generate above-average returns over time with less monthly volatility than the overall stock market.
• My secret investment model that helps you combine safe, conservative assets with more aggressive investments that could bring double or triple digit gains.
• The top blunder that many investors make that exposes them to risk and limits their gains.
• The #1 way to see an annual yield of 3% to 5%—and at the same time create substantial cash income month after month after month.

Investment strategies you can relax with.

Sure bets to keep increasing your wealth

Volume 6:
15 Stocks to Triple Your Nest Egg in the Next Decade

In this volume you’ll find my favorite buy and forget stocks for those planning to retire or already in retirement. It’s a portfolio made up of 15 solid stocks designed to help you triple the value of your portfolio over the next decade.

Here are a few of the stocks you'll find:

• An innovative consumer products company whose stock recently shot up 54.4% in 1 year—and could do the same this year.
• A boring insurance company that’s already provided my subscribers a 39% profit.
• And a steady-as-a-rock utility conglomerate that’s provided a 16% gain and is energized for much more.

Volume 7:
Your 20-Minute Estate Plan: Building a Lasting Legacy

In this volume, I’ve stripped away the confusing legalese of estate planning and laid out the answers to the most common planning questions in easy-to-understand language. In fact, I’ve made it so simple that you could put together an airtight estate plan in just 20 minutes.

Here is just a sample of what you’ll learn...

• The best way to pass on a family business—make this one simple move now and you’ll reduce death taxes and still retain full control during your lifetime.
• How to take advantage of millions of dollars of tax credits for your estate—all you have to do is make this one simple change in your property title.
• How to create the ultimate “Feud Ender”—add this one easy document to your estate plan and reduce quibbling, disappointment and misunderstanding. Complete guidelines included.

Plan your legacy. Prevent family feuds.