Retirement Watch Lighthouse Logo

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 849 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

Investing in MLPs vs. Infrastructure Companies

September 23, 2016

Here’s an interesting post comparing investing in master limited partnerships to investing in infrastructure companies, including MLPs. It makes a number of good points and focuses on comparing two ETFs that initially appear to be similar but have very different holdings and performance over the last few years. It concludes that MLPs largely have morphed […]

When Diversification Doesn’t Work

September 15, 2016

September 15, 2016 When Diversification Doesn’t Work There are times when diversification doesn’t provide the protection investors want. We saw an example in the last week.   All, or almost all, assets other than cash decline when real interest rates are rising faster than expected returns on other assets. This situation usually occurs when central […]

Lining Up Your Sources of Emergency Cash

September 15, 2016

Retirees depend on their nest eggs for much of their cash. When money is needed, they plan to raise it from either income generated by the nest egg or sales of assets, such as mutual funds or stocks. Most people enter retirement with no other ways of raising cash. Selling more assets to raise cash incurs […]

IRS Makes it Easier to Waive 60-Day IRA Rollover Requirement

September 15, 2016

New IRS guidelines make it easier to obtain a waiver for missing the 60-day requirement to rollover a distribution from an IRA or qualified retirement plan. When money or property is taken from a traditional IRA, 401(k), or other qualified retirement plan, the amount of the distribution normally has to be included in gross income. […]

SUBSCRIBE TO Lifetime Retirement Protection Program

Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.

Be Sure Your Heirs Don’t Mess Up Your IRA

September 15, 2016

Most of you put a lot of resources into accumulating your IRAs. They’re among the most valuable assets you own. You also took the time to include IRAs in your estate plan so they can pass to your loved ones at the lowest tax cost. You probably planned for your loved ones to benefit from […]

Central Banks Surprise Investors and Themselves

September 15, 2016

There are a lot of problems to worry about over the long term. For a considerable time, economic growth and investment returns are likely to be less than the long-term averages. Developed economies are burdened with excess debt in both the private and public sectors. Populations are aging in the developed world. Central banks are […]

The Economy Slows a Notch

September 8, 2016

  Just when most analysts were sure the pieces were in place for an interest rate increase in September (December at the latest), the monthly employment reports changed everything last Friday. The positive news is that the previous month’s large number of new jobs was revised higher, from 255,000 to 275,000. But there were several […]

The Fed Keeps Markets Jumping

September 1, 2016

The Federal Reserve’s annual policy symposium in Jackson Hole, Wyoming, last week kept investor’s guessing. Stocks drifted lower during the week as early indications were that Fed Chairman Janet Yellin would promise higher interest rates soon. Stock prices recovered after her speech, apparently because she didn’t mention a higher probability of a rate increase at […]

Log In

Forgot Password

Search