Retirement Watch Spotlight Series CHARTER MEMBERSHIP

Charter membership includes monthly deep-dives into the most important retirement issues of the day – and includes action steps for each one. Topics I’m covering include:

Each month I’ll share my best new ideas you can consider for your own retirement plan.

In the past I’ve asked $47 individually for these video presentations. Today you can get 12 months of new retirement ideas and pay just $139 — and have 24/7 access to the presentations on our secure site,

Upon signing up, I suggest you read my new report, The IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments.

It details which assets are allowed in your IRA today, which aren’t… and ways to create a well-diversified IRA strategy.

By enrolling in the 2-year option, you can save $929 by joining today. That’s $199 for 24 continuous months of presentations you can access anytime.

Here you’ll get access to a second timely report called Carlson’s Guide to Inheriting IRAs. It highlights the costliest mistakes you can make trying to pass on IRAs to your heirs.

As a final note, your questions and feedback are encouraged, and may be featured in upcoming presentations.