Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Financial Advice for Retirement, Social Security, IRAs and Estate Planning

The New Rules of Social Security [Retirement Watch Fact Check]

Almost everyone has a Social Security number, and is eligible for Social Security benefits (starting at age 62). Yet, survey after survey indicates people know little about the program and its benefits. Moreover, a lot of what people think they know is wrong. Let’s take a look at some of the key misunderstandings and oversights […]

How to Incorporate a “Portfolio Transition” in your Estate Plan

Have you ever considered how your investment portfolio and other assets will be managed in the future? Odds are — after you’re no longer managing the assets — nothing good is going to happen. Now that may sound awfully negative… but I’ve discovered that too many people neglect to include an investment portfolio transition in […]

Making the Best Use of Home Equity in Retirement Income

The residence usually is one of the most valuable assets retirees own. It also is one of the worst-managed assets. Few people realize the home can be used to increase retirement cash flow or know how to do so efficiently. In the past issues of Retirement Watch, we’ve gone over reverse mortgages and issues related […]

7 Secrets to a Wealthier Retirement

These [100% legal] strategies have helped tens of thousands of Americans strengthen their retirement nest eggs. Get Bob's new report, free of charge (along with a complimentary subscription to Retirement Watch Weekly, delivered to your email inbox each friday.)

The 6 Biggest Risks to your Retirement

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up with. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here for free access.

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 about my monthly Retirement Watch Spotlight Series.

Retirement Watch Portfolios

PortfolioCumulative Return
Sector292.90%
Balanced264.04%
True Diversification117.45%
Invest with the Winners Trading Strategy: ETFs71.72%
Retirement Paycheck49.47%
Income Growth45.46%

Testimonials

Bob Carlson gets it. He is an expert because he takes the time to learn his craft. He is a true financial guru because he has the unique ability to effectively communicate his knowledge with his readers through one of the absolute best newsletters in the country. I continuously recommend Bob Carlson’s Retirement Watch to my clients.

— David P., Gilbert, AZ

I greatly enjoy your Retirement Watch newsletter. Over these many years I have gleaned several helpful estate and investing suggestions with the most recent one being in your July, 2017 edition.

My little estate is nearing the $5.5M valuation, and I read on page 2 your suggestion that such size estates may want to consider stepping up their early gifting so as to possibly avoid any estate tax law changes.

That suggestion struck a chord, and so I have just completed a $227,000 (5% of my estate) early gifting program for 27 family and friends. With my successor trustee’s approval, that represents a potential $100,000 in avoided estate taxes at the 40% rate.

God and the economy willing, I expect to recoup that gifted amount within the next 36 months, and depending upon future estate tax laws, I hope to gift another $500,000 when I reach the $6M threshold.

Thanks for the clear and concise estate and retirement information. Again, my heirs and I have greatly benefited from your vast well of knowledge.

— Warren W. , San Jose, California

Bob Carlson taught me the breadth and depth of what I don’t know.
That’s why I recently renewed my subscription.

— Malcolm W. B., Grahamsville, New York

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