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.
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The Classics: IF
Rudyard Kipling If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, […]
Alternative Share Classes and Funds
Not all readers are able or willing to invest in my recommended funds or share classes. Some funds are closed to new investors. Some funds or share classes aren’t available through the broker or other medium a reader prefers to use. Other readers don’t qualify for the recommended share class because of minimum investment requirements […]
Life Expectancy Tables For Required Minimum Distributions
Life Expectancy Tables For Required Minimum Distributions Distributions from traditional IRAs and other qualified retirement plans are required after age 70 1/2 for account owners and after inheritance by beneficiaries. Beneficiaries of Roth IRAs also are required to take RMDs. RMDs are calculated by using life expectancy tables provided by the IRS. You can use […]
Retirement Spending Model
Bob Carlson of Retirement Watch has developed a Microsoft Excel spreadsheet that enables individuals to develop a custom model of their retirement spending. You will need Microsoft Word to read the instruction sheet and Microsoft Excel to work with the spreadsheet. Click on the links below to download the appropriate files. Retirement Spending Spreadsheet Instructions […]
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The Classics: The Way to Wealth
Benjamin Franklin Courteous Reader, I have heard that nothing gives an Author so great Pleasure, as to find his Works respectfully quoted by other learned Authors. This Pleasure I have seldom enjoyed; for tho’ I have been, if I may say it without Vanity, an eminent Author of Almanacks annually now a full Quarter of […]
Carlson’s Choice Mutual Funds
Carlson’s Choice Mutual Funds Subscribers who want to diversify their portfolios or who for other reasons want funds in addition to my top choice recommended funds, can choose from among those in this table. The bold-faced funds are those in my Core Portfolios. Funds are grouped by asset category. Returns are listed for different period […]
You Can Lock in the Forgotten Feature of Most Retirement and Estate Plans
To My Heirs: A Book of Final Wishes and Instructions My Two-in-One Workbook All plans need it. Few plans have it. Yours can have it now. Change can be an opportunity. Or it can lead to hardship. The difference often depends on how well you and your loved ones adapt and adjust. You know big […]
Don’t Let a Loved One Inherit an IRA Without a Copy of This Report
Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA Some of the costliest mistakes with IRAs are made after the accounts pass to the second generation of owners. Heirs often routinely lose a large percentage of their inherited IRAs to unnecessary taxes. It’s not really their fault. […]
