Retirement Watch Lighthouse Logo

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 787 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

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 […]

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 […]

SUBSCRIBE TO RETIREMENT WATCH

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

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 […]

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

January 1, 2021

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

IRA

Is It Time To Re-Think Your Post-Election Retirement Plan?

December 20, 2020

The 2020 election is over, and not much changed. Not much will change for at least several months. After major elections, regardless of the results, I urge my readers not to overhaul their retirement plans and portfolios in response to the election. Too often, I hear ”experts” advising investors to make significant changes because of […]

How Much Stimulus Does the Economy Need?

October 28, 2020

The big question now is by how much will economic growth decline? The economy had a strong bounce off the bottom in April because of significant stimulus from both the Fed and Congress. The United States probably had the most significant stimulus measures of any economy, and they were put into effect quickly. The stimulus […]

November 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.
X

Log In

Forgot Password

Search