Should you convert your IRA to a Roth IRA? A lot of the “rules” out there are not good to follow. That’s why I developed this calculator that will take into effect YOUR own situation so you can make an educated decision and keep thousands, perhaps tens of thousands, of dollars away from the government. […]
A researcher at Stanford University decided to find the “best answers” to key retirement questions. He sought help from the Society of Actuaries and compared the results of 292 strategies. He looked at two questions: when should Social Security benefits begin and at what rate should other money be spent? Readers of Retirement Watch won’t […]
Secrets to Boosting Social Security Benefits Find hidden cash in the most neglected and misunderstood retirement asset Americans are more concerned than ever about their retirement income. Fortunately, you already have a guaranteed, inflation-protected asset that can be managed to increase your retirement income – if you know a few shrewd moves. Read More… […]
IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments Which assets are allowed, and which aren’t You’re supposed to diversify your investment portfolio. You want to protect it from bear markets, inflation, deflation, and more. What many IRA investors don’t know is Congress and the IRS built obstacles on […]
To My Heirs: A Book of Final Wishes and Instructions My Two-in-One Workbook All plans need it. Few plans have it. Yours can have it now. Change can be an opportunity. Or it can lead to hardship. The difference often depends on how well you and your loved ones adapt and adjust. You know big […]
Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA Some of the costliest mistakes with IRAs are made after the accounts pass to the second generation of owners. Heirs often routinely lose a large percentage of their inherited IRAs to unnecessary taxes. It’s not really their fault. […]
Retirement and retirement planning are changing. They were changing before the bear market of 2000-2002, the recession of 2001, and before Sept. 11, 2001. Significant trends were already afoot that changed many aspects of retirement and retirement planning: the cost of retirement, pensions, health care, housing, the financial markets, estate planning, tax planning, and many […]
Why has there been a series of bubbles in technology stocks, home prices, financial stocks, and commodities? How can investors spot such bubbles and invest to avoid large losses and even profit from them? What causes long-term bull and bear markets? Why do successful investment strategies and signals suddenly stop working? Why do most investors […]
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