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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 785 Articles.
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Interest Rate Trends Changed the Annuity Market and Created an Opportunity

June 27, 2019

Interest rates changed dramatically in little more than six months, and that’s changed the landscape for annuity shoppers. Payouts on immediate annuities, deferred income annuities (also known as longevity annuities) and fixed deferred annuities usually change with the interest rate on the 10-year treasury bond. Late in 2018, those annuities were offering their most attractive […]

Congress Plans to Kill the Stretch IRA, But You Can Do An End-Around

June 27, 2019

We’re nearing a critical time for many Individual Retirement Account (IRA) owners. Advance IRA planning will be imperative if you want to maximize the after-tax value of your IRA for heirs and avoid the new tax burden Congress has in mind. As I explained last month, despite the deadlock and division in Washington, the Setting […]

Bob’s Journal for 6/20/19

June 20, 2019

Central banks might have to be very creative to maintain economic growth in the next few years. Global markets jumped Tuesday after European Central Bank (ECB) President Mario Draghi indicated more monetary stimulus was likely on the way. Only a few months ago, the ECB president was talking about ending the bank’s asset purchase program […]

How to Invest During the Fed’s Great Pause and With Fading Tailwinds: Investment and Economic Review

June 14, 2019

Much has happened since my last semiannual investment and economic review in December 2018. I plan to cover the changes that have happened since then in my latest Retirement Watch Spotlight Series online seminar. In the latest review, I set the stage by summarizing how the economy and markets have shifted over the last 18 […]

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Bob’s Journal for 6/13/2019

June 13, 2019

In order to learn what’s been happening in the economy and what investors expect to happen in the future, conduct a survey of recent returns for different investments. Let’s start with bonds, which do well when inflation is either low or falling and when economic growth is declining. Long-term treasury bonds rose 12.42% in the […]

Bob’s Journal for 6/6/2019

June 6, 2019

Federal Reserve officials must be dizzy from the numerous policy changes that they’ve made the last few years. Investors and markets are being taken along on the ride. Only last September, Fed officials were making it clear that they wanted to raise interest rates to near historic averages within the next few years. They believed […]

Bob’s Journal for 5/30/19

May 30, 2019

The conflicts between the United States and China are escalating and having stronger effects on markets. When the conflicts began less than two years ago, markets would react. The reactions often were to presidential tweets but the effects on the markets weren’t lasting. Subsequent news reports, interviews or other tweets convinced investors that the two […]

Bob’s Journal for 5/23

May 23, 2019

The first-quarter gross domestic product (GDP) estimate led many investors to believe that the economy is stronger than it really is. The estimate indicated that GDP grew at a 3.2% annualized rate in the first quarter. That’s a big jump from the 2.2% rate of the fourth quarter of 2018. A major reason for the […]

January 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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