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.
Reporting from San Francisco
This week’s report will be brief because I’m at the MoneyShow San Francisco this week giving presentations, signing books and appearing on a local radio show. The markets aren’t doing much, because the Fed is having its big annual meeting in Jackson Hole, Wyoming, this week. Investors are waiting to see if any news comes […]
New Financial Protection for Seniors
Seniors and those who care about them should know about a valuable financial protection tool that has been available for longer than a year. The Securities Helpline for Seniors is provided by the Financial Industry Regulatory Authority (FINRA), the private organization that regulates brokers, registered investment advisor and some other investment professionals. Anyone can call the […]
Two Ways to Avoid IRA RMDs with No Out-of-Pocket Cost
We’ve been in the vanguard of showing owners of traditional IRAs how to maximize the after-tax value of the IRAs left to heirs. We do that by minimizing or avoiding required minimum distributions (RMDs) and searching for ways to turn IRAs into tax-free, guaranteed money. In the past, I’ve shown you several strategies that achieve […]
Managing the Trade-Offs in Today’s Markets
It is more critical than usual to include two important steps in your investment decision making. Too many investors overlook these steps, causing them to miss opportunities and to take too much risk. The first step is to focus on the trade-off between risk and return when evaluating investments, whether you are thinking of buying […]
SUBSCRIBE TO RETIREMENT WATCH
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.
Avoiding Dangerous IRA Investments
We addressed the Checkbook IRA last month that lets you own nontraditional assets in your individual retirement account (IRA). Set it up properly, and your IRA isn’t restricted to the usual mutual funds and publicly listed stocks and bonds. There are quite a few investments you can own through the Checkbook IRA (also known as […]
Don’t Let Your Estate Become Like a Reality TV Show
Have you followed the recent turmoil surrounding Sumner Redstone, majority owner of Paramount, CBS and Viacom? A few years ago, did you notice the events involving Donald Sterling, once the owner of the NBA’s Los Angeles Clippers? In each case, family, associates and others argued about whether the principal person was mentally competent to make […]
How Will the Election Affect Your Investments?
Next week I’m going to be traveling to the MoneyShow San Francisco, so I probably won’t send an email report or post a Bob’s Journal. Now that all the political parties have selected their nominees for president and vice president, we’re starting to see financial publications and websites speculating about what will happen to the […]
Are Central Banks Losing Effectiveness?
Most analysts focus on which actions central banks will take next. Will they change interest rates or stand pat? It is an interesting question, but there’s a more important long-term question. Investors should be asking if central bankers are losing their omnipotence. Are the central banks, as the saying goes, “pushing on a string?” Until […]
