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Financial Advice for Retirement, Social Security, IRAs and Estate Planning
Retirement Watch » More Articles on Retirement Planning

More Articles on Retirement Planning

17 Record Highs in 50 Trading Days

The S&P 500 set 17 record closing highs in the first 50 trading days of 2024 through March 13, according to Bespoke Investment Group. That’s the most record highs to start a year since the 20 in 1998. Here’s another bit of investment trivia: There have been only five years since 1953 that record highs […]

estate planning

The Four Ways You Can Make Tax-Free Gifts

Gift giving is an essential strategy in many estate plans. When done properly, gifts reduce lifetime income taxes and reduce or eliminate estate and gift taxes. Through gifts, you help loved ones today, and see the benefits of that help, instead of having them wait to inherit. To optimize gifts, know how to minimize gift […]

The Tax Traps in Delaying IRA Distributions

Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was enacted in December 2022. The law delayed the starting age for required minimum distributions (RMDs) to age 73, effective January 1, 2023. The starting age will jump to 75 effective January 1, 2033. If you […]

Protect Your Cash Flow: The 76% Income Boost Strategy

March 1, 2024

In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]

The Truth about Annuities — And How to Make Them a Lifelong Stream of Income

Click the PDF below for immediate access. […]

Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid

For many pre-retirees and retirees, the equity in their homes is often one of their largest retirement assets.  This Special Report reveals some little-known strategies to avoid or reduce hefty capital gains taxes. Click on the PDF below to learn more. […]

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Cashing in on Congress’ $350,000 Retirement Shocker

To read the Special Report, please click the PDF below. […]

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How to Insure Your Way to a Rock-Solid Retirement

The insurance decisions during and near retirement are some of the most important and complicated in your lifetime.  Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]

Retirement Know-How: How to Get the Most from Your Retirement

Click the PDF below to read this Special Report. […]

Secrets to Boosting Social Security Benefits

Click here to view the Secrets to Boosting Social Security Benefits Special Report. […]

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April 2024:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

Click here for the breaking story

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Called “America’s #1 Retirement Expert,” Bob Carlson’s retirement planning advice spans from tax and estate planning strategies to IRA, Social Security, medical care and investment strategies. His advice has helped tens of thousands of people for more than a decade.

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