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 815 Articles.
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What Is the Required Minimum Distribution?
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 […]
How to Build a Moat Around Your Retirement
Your retirement plan is subject to many risks and factors you can’t control. A good retirement plan essentially builds a moat around your nest egg, protecting it from a host of risks and outside forces that worry retirees and pre-retirees. After you build a moat around your retirement finances, you can spend more time in […]
The Economy, Markets Start to Turn
The U.S. economy is stronger than many people realize, and growth is likely to accelerate. That affects stocks, bonds, gold and more. Parts of the economy were hurt badly by the pandemic and continue to struggle. Other sectors of the economy, however, held their own or even surged during 2020. The focus on hurting households […]
How Market and Economic Trends are Changing in 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, in 2021. One change, which I’ve been highlighting, is that returns from U.S. stocks are unlikely to continue to significantly outpace returns from many global stocks. U.S. […]
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The Continuing Case for Cautious Optimism
Investors began 2021 filled with optimism about the markets, and there are good reasons for the positive attitudes. Market prices indicate investors expect interest rates and inflation to stay low. They also expect corporate profits to improve due to a strong economic rebound once COVID-19 vaccines are widely administered. The vaccines aren’t the only reasons […]
The $125,000 Life-Time Tax-Free Income Stream
Click the PDF below to read this Special Report. […]
Is It Time To Re-Think Your Post-Election Retirement Plan?
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 Economy Slows, But Powers Through the Headwinds
Economic growth slowed in recent months, and much of the economy still is at depressed levels. Yet, the economy is doing better than expected. The big question for me has been how well the economy would hold up once the fiscal stimulus began winding down after July. While the rate of growth slowed substantially, the […]
