Retirement Articles
Found 3637 Articles.
Get access to 4367 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
The Estate Planning Tricks of Withdrawing Cash from 529 Plans
Tax-saving vehicles never are as straightforward as they seem. Section 529 college savings plans sometimes fall into that category. You need to consider a few Estate Planning tricks when taking distributions from the plans. The basics of 529 plans are simple. Anyone can put money in a plan for the benefit of someone else. There […]
The Right Way to Take a Lump Sum
Once you decide to roll over an employer plan to an IRA or new employer plan, you work isn’t finished. There are different ways to do the rollover, and you need to be sure it’s done right. One way to roll over an account is to have the plan make out a check to you. […]
Knowing When a Rollover Is for You
An important decision needs to be made when you leave an employer. It doesn’t matter if your leaving is due to retirement, taking a new job, or a layoff. You have to decide what to do with any retirement accounts at the employer you’re departing. The right answer varies from person to person. In this […]
How You Buy Gold Matters
It’s no secret that gold’s been rising rapidly. But not all investors who saw this coming and sought to profit from it are doing well. Some investors bought shares of gold mining companies or mutual funds that do the same. Normally, that’s a good move. The mining companies usually rise more than the price of […]
SUBSCRIBE TO Lifetime Retirement Protection Program
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
Time to Buy Stocks?
With stocks in a downdraft and well below recent highs, it’s time to consider the unthinkable question: Is this a good time to add to your stock positions? Let’s look at two pieces of data. The first is the net flows of mutual funds. Investors have been pulling money out of equity mutual funds for […]
Surging Ahead of the Markets
July was a bad month for traditional investors. The S&P 500 lost about 2.5% for the last week and about 3% for the month. Other stock indexes, especially emerging markets did worse. We did better in our Retirement Watch portfolios. We sold the last of our traditional stock portfolios by July 14. While stocks were […]
The Numbers Behind Retirement
A lot has changed about retirement. What hasn’t changed during the years I’ve been helping people with their retirement plans is the level of misunderstanding about retirement. People continually are surprised by facts and insights that haven’t changed much for a while. Christine Benz of Morningstar collected 25 pieces of important data that tell a […]
Finding Help with Medicare Insurance Decisions
The season for Medicare decisions is almost upon us again. It’s a complicated program with a number of options, and many of you need some guidance and information to make the right decision for you. Medical expenses will be one of the highest expenses in retirement, so you want to get this right. Open enrollment […]
