Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Cash, bonds and other traditional income investments don’t offer much benefit to investors anymore. As the saying goes, cash really is trash. Nominal interest rates are at near zero in the United States, and real interest rates (after inflation) are negative. In many countries, even nominal interest rates — before taking inflation into account — […]
Many investment advisers consider exchange-traded funds (ETFs) to be the hottest investment product in years. Learn all about the different types of ETFs and related funds out there in this Special Report by clicking the PDF below. […]
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 […]
Credit Suisse recently report-ed a $4.7 billion loss from its dealings with one client, Archegos Capital Management. As a consequence, the bank slashed its dividend, reduced its share buybacks and announced key employees were leaving the firm. The Swiss bank was one of several global financial firms that suffered loss-es from its dealings with Archegos […]
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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 […]
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 […]
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 […]
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 […]