Financial Advice for Retirement, Social Security, IRAs and Estate Planning

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 120 Articles.
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The New Rules for 529 College Savings Plans & K-12 Tuition

February 4, 2019

The last tax reform law provided a tool that’s such a good way to help pay for a family member’s education… Many states are worried it will break their budgets! You’re probably familiar with 529 college savings plans. These are sort of like Roth IRAs for college savings. They were created in the 1990s, and […]

estate planning

How to Incorporate a “Portfolio Transition” in your Estate Planning

August 31, 2018

Have you ever considered how your investment portfolio and other assets will be managed in the future and how to adress this during your Estate Planning process? Odds are — after you’re no longer managing the assets — nothing good is going to happen. Now that may sound awfully negative… but I’ve discovered that too […]


The Smart Way to Sell Stock & Fund Shares in Retirement

March 16, 2018

Far too many investors give the IRS far too much of their money. Why?  Because they don’t know a few simple rules. Chances are, you already know the basics of computing capital gains taxes when you sell shares, stocks and mutual funds. You have a gain or loss that is determined by subtracting your tax […]


The Key Tool for Investing Today

October 1, 2008

Quality has been the place to be during this great unwinding, and it still is the best place for your capital. The trick is to distinguish real quality from apparent quality. In addition, even some quality assets have faced significant price declines during the last year. A key to success in this environment is patience. […]


The New Retirement Income Funds

January 1, 2008

The big financial services companies are heatedly competing for the assets of retiring Baby Boomers. In decades past these companies competed for the easy business of servicing those who need to accumulate capital for retirement. The firms emphasized convenience, cost, and growth potential. Things are more complicated as the Boomers begin to enter the draw […]

Riding the Global Boom

November 1, 2007

How you view the level of the stock indexes depends on your perspective or starting point. We just passed the five-year mark from the bottom of the bear market in October 2002. The markets had a strong five years and have done very well since July 2006. That sounds like a bull market. Take a […]


The Safe, Profitable Way to Invest in Hedge Funds

September 1, 2007

Hedge funds continue to make the headlines, largely because of funds that did not hedge anything. As many investors are finding out, these days “hedge fund” is a generic term that identifies any investment vehicle not subject to SEC regulations. Traditionally a hedge fund purchased investments the managers liked and sold short those that appeared […]

Profit While Protecting Your Wealth

August 1, 2007

Bearish investors seem to be throwing in their towels. That and the continuing buyout boom appear to provide a floor for stocks. Yet, the apparent floor in stocks along with the potential risks outside the markets are reasons to retain some caution. When the last of the bears buys (or stops selling short) there won’t […]

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