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Retirement Resources

Use My Retirement Calculator To Keep Your Money Away from the Government By Converting Your IRA to a Roth IRA

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.

CLICK HERE TO LEARN MORE

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Everything You THOUGHT You Knew About IRAs…
Could Cost You a FORTUNE!

If you’re not up to speed on all the new IRA rules and regulations, chances are you’ll be forking over more of your hard-earned money to Uncle Sam. That’s why Bob Carlson put together this new webinar: IRA Changes & Strategies You Need To Know. Click here to find out exactly what you’ll learn in Bob’s new webinar.

INVESTING YOUR IRA IN GOLD, REAL ESTATE, AND MORE

IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments

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DON’T LET A LOVED ONE INHERIT AN IRA WITHOUT A COPY OF THIS REPORT

Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA

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DON’T LEAVE MONEY ON THE TABLE

Secrets to Boosting Social Security Benefits Under the Trump Administration

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YOU CAN LOCK IN THE FORGOTTEN FEATURE OF MOST RETIREMENT AND ESTATE PLANS

To My Heirs: A Book of Final Wishes and Instructions – My Two-in-One Workbook

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What Heirs Should Know About IRA’s

Some of the biggest IRA mistakes can result when they are passed down to the next generation. Heirs can face unnecessary and annoying taxes on their new gains when they shouldn’t have to. Get a copy of Bob’s free report which details the simple rules of IRA transfers you need to know.*

Marital Deduction – Dos and Don’ts

When it comes to reducing estate taxes, the marital deduction is perhaps one of the most well-known tricks. However, it’s unfortunately also one of the most misused. Learn how to avoid some common mistakes in this new, free report from Bob Carlson.*

6 Expensive IRA Mistakes and How to Avoid Them

IRAs are among the most valuable assets many people own, especially after 401(k) balances get rolled over. Yet most people never become aware of the many IRA pitfalls, so it’s easy to lose a lot of money that’s rightfully yours.*

8-Point Estate Planning Checklist

No one should ever give the IRS “free money.” In this report, Bob Carlson shares 8 proven, legal ways to make sure you and your family keep everything you deserve in your estate.*

August 2022:
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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