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Retirement Articles

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How To Simplify the Probate Process

January 10, 2021

In last week’s issue of Retirement Watch Weekly I presented 10 Steps to Avoid the Probate Process. Since this can be a complicated process, I’ll expand on those and explain the most commonly used probate forms. Probate can be a long and expensive process in which an estate is settled and distributed to the next […]

Investing Your IRA in Gold, Real Estate, and More

January 7, 2021

Click here to view the IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties for IRA special report. […]

Secrets to Boosting Social Security Benefits

January 7, 2021

Click here to view the IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties for IRA special report. […]

Bob Carlson’s Guide to Inheriting IRAs

January 7, 2021

Click here to view the IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties for IRA special report. […]

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estate planning

10 Steps to Avoid the Probate Process

January 3, 2021

Happy New Year! A few months ago on the pages of Retirement Watch Weekly, I shared a story called: What You Need To Know about the Probate Process. This was a very popular topic with my readers, so I decided to expand on it. Let’s begin with a recap of exactly what probate is. In […]

The New Rules of Estate Planning

January 1, 2021

To read the special report, please click here.

The $125,000 Life-Time Tax-Free Income Stream

January 1, 2021

Click here to read this special report.

January 2021:

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.
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