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Retirement Investing

Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely

Found 795 Articles.
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How to Inflation-Proof Your Nest Egg

January 4, 2022

Many investment advisers consider exchange-traded funds (ETFs) to be the hottest investment product in years.  Learn all about the different types of ETFs and related funds out there by clicking the PDF below. […]

How to Insure Your Way to a Rock-Solid Retirement

January 4, 2022

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. […]

Cashing in on Congress’ $350,000 Retirement Shocker

January 4, 2022

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

How To Use Health Savings Accounts (HSAs) To Power Your Retirement Plan

August 8, 2021

The number of health savings accounts (HSAs) is soaring. Yet most account holders fail to take full advantage of the retirement planning power of HSAs. There were more than 30 million health savings accounts holding about $82.2 billion at the end of 2020, according to an estimate from Devenir, a firm that offers investment services […]

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The Retirement Watch Outlook for Inflation & the Markets

June 27, 2021

Inflation is likely to rise quickly in the next few months, and that could put the Federal Reserve in a difficult situation much earlier than it anticipated. A number of inflation pressures are increasing. One example is rising demand for many goods and services as more vaccines are administered and economic activity increases. That puts […]

The Biggest Retirement Trend Affecting Your Nest Egg in 2021

April 25, 2021

Some key investment and economic trends of the last few years started to change in the last few months. I believe those changes will continue, and probably accelerate, through the rest of 2021. One change, which I’ve been highlighting for my paid-up Retirement Watch members, is that returns from U.S. stocks are unlikely to continue […]

Can I Reinvest My Required Minimum Distribution?

April 16, 2021

The tax code and regulations have detailed and specific rules concerning who must take required minimum distributions (RMDs), when they must be taken, and how they are calculated. But there is no guidance about what a retirement plan owner or beneficiary can do with the RMD. The required minimum distribution (RMD) rules limit the extent […]

how-to-avoid-tricks-and-traps-in-required-minimum-distributions

What Is the Required Minimum Distribution?

April 9, 2021

The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The rationale behind the RMD rules is that Congress provided the tax benefits […]

February 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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