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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 797 Articles.
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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 […]

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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 […]

The Hibernation Economy Starts to Wake

June 23, 2020

Volatility has been a hallmark of the markets in 2020, and that isn’t going to change for a while.After years of extremely low levels, this year volatility in stocks, bonds, gold and other investments soared to levels com-parable only to the financial crisis and a few other extreme periods. Traders and investors who depend on […]

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 […]

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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