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Retirement Watch » More Articles on Retirement Planning

More Articles on Retirement Planning

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How Your IRA Could Be Taxed (Even a Roth IRA)

Years ago, a pension plan acquired an interest in a spaghetti factory. A consequence of that episode is that your IRA might owe income taxes on some of its investment income. Other spaghetti manufacturers said it wasn’t fair they had to compete with a business owner who was tax-exempt. Eventually, Congress agreed and enacted the […]

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How to Insure Your Way to a Rock-Solid Retirement

The insurance decisions during and near retirement are some of the most important and complicated in your lifetime.  Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]

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Cashing in on Congress’ $350,000 Retirement Shocker

To read the Special Report, please click the PDF below. […]

6 Expensive IRA Mistakes & How to Avoid Them

Click the PDF below to read this Special Report. […]

This Could Completely Disrupt Your Retirement Plans

Significant changes in retirement planning were made in the last days of 2022 with the enactment of the 4,155-page Consolidated Appropriations Act (CCA). Most of the CCA appropriates an estimated $1.7 trillion to various government departments. But Division T of the CCA is the SECURE Act 2.0, a 358-page compilation of more than 100 provisions […]

Yes, Your IRA Could Be Taxed, Even a Roth IRA

Years ago, a pension plan acquired an interest in a spaghetti factory. A consequence of that episode is your IRA might owe income taxes on some of its investment income. Other spaghetti manufacturers said it wasn’t fair they had to compete with a business owner who was tax-exempt. Eventually, Congress agreed and enacted the unrelated […]

Investing Your IRA in Gold, Real Estate, and More

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

Estate Planning

Get To Know These 6 ‘Hidden’ Estate Planning Opportunities

Opportunities to increase family after-tax wealth arise throughout the year… Yet all too often go unnoticed. Estate planning should be viewed as more than an obligation to be undertaken as infrequently as possible. It is a continuing exercise that’s rife with the potential to protect assets, reduce income taxes, simplify personal finances and more. The […]

Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid

For many pre-retirees and retirees, the equity in their homes is often one of their largest retirement assets.  This Special Report reveals some little-known strategies to avoid or reduce hefty capital gains taxes. Click on the PDF below to learn more. […]

Secrets to Boosting Social Security Benefits

Click here to view the Secrets to Boosting Social Security Benefits Special Report. […]

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Called “America’s #1 Retirement Expert,” Bob Carlson’s retirement planning advice spans from tax and estate planning strategies to IRA, Social Security, medical care and investment strategies. His advice has helped tens of thousands of people for more than a decade.

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