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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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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 […]

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

January 1, 2021

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

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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 […]

The Hibernation Economy and Beyond: Investment and Economic Review

June 12, 2020

The economy has been in a recession or worse since mid-March. What will happen next? How should you respond? This month’s Retirement Watch Spotlight Series is the semiannual Investment and Economic Review, and we’re going to take a deep look at those issues. The data reports are way behind what we know is happening in […]

How to Weather the COVID-19 Storm and Its Aftermath

May 8, 2020

The coronavirus pandemic dramatically changed the economy and markets in only a few months. It also altered the retirement plans of many people. This month’s Retirement Watch Spotlight Series is a detailed look at the many changes brought on by the pandemic. I discuss how you should respond to them and how you shouldn’t respond. […]

Welcome to the Hibernation Economy

April 28, 2020

We’re not in a recession or depression. We’re in a great hibernation.Economic downturns usually are triggered by tighter monetary policy or speculation that creates major imbalances. Occasionally, an external shock to the system, such as the coronavirus pandemic, causes the economy to decline.That, in many ways, is the good news. Governments ordered the decline economic […]

July 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.
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