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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 835 Articles.
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The Best Mutual Fund Brokers

November 1, 2001

Much has changed in the markets in the last 18 months, and those changes have altered the world of discount and mutual fund brokers. Some brokers have disappeared or merged. At many brokers, you’ll find higher minimum investments, higher costs, or restrictions on investing. But not all the news is bad. More funds are available […]


How to Find the Best 529 Savings Plan for Your Estate Planning

November 1, 2001

Section 529 college savings plans are the best way for most people to save and pay for the education of a child or grandchild. But which plan should you use? The number of plans available has exploded. Most states (34) allow residents of any state to invest in their plans, and they allow distributions to […]

UGMAs vs. 529 plans

Estate Planning Strategies: UGMAs vs. 529 Plans

October 1, 2001

I have an UGMA account for my grandchild (or child). Can I (or should I) switch to a college savings plan or a trust? I regularly get variations of that question. A Uniform Gift to Minors Act (UGMA) account is the traditional vehicle to save and invest for a youngster. (It’s UTMA in some states.) […]


A Stock Portfolio Update

October 1, 2001

Things will be looking up for many of our individual stock picks. In September 2000 I recommended a portfolio of individual stocks for readers who wanted to branch out from mutual funds. These are long-term investments, but it was not an auspicious time to start a stock portfolio. Now it is time to make a […]


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 Make Your Income Grow

August 1, 2001

Take a look at my new recommended portfolio. The Income Growth Portfolio is for those who can meet their current expenses with an income yield from their portfolios of 3% to 5%. But these investors are relatively young. They need the income and principal to grow over 15 to 30 years to keep pace with […]

Six ways to help buy a home

Six Ways To Help Buy A Home

June 1, 2001

Buying that first home is one of the things that makes a person believe he or she is on the path to success and security. For today’s young people, buying that first home can be hard. In many areas, real estate prices continue to climb, and most young people graduate from college owing student loans. […]

Stocks for the Next Bull Market

Stocks For The Next Bull Market

March 1, 2001

A new bull market for stocks is on the way. It’s not here yet, and probably won’t be for several months. You should use this pause as an opportunity to get your portfolio ready for the turnaround. In last September’s quarterly special report I identified 26 individual stocks of high quality companies that seemed ideal […]


How to Increase Dividend Yields

January 1, 2001

Scared of the stock market but unhappy with the yields from safe bonds? Many investors feel that way about at least a portion of their portfolios. There is an alternative, and it actually is quite exciting for those who venture into it. It carries much lower risk than the stock market, but substantially higher yields […]


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