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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 88 Articles.
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6 Problems that Can Crush Your Retirement Plan Goals

September 5, 2021

It’s the story I hate to hear from my readers… and given today’s turbulent economic conditions, I’m hearing it more and more often… People who planned well for retirement but saw their hard work and planning fall apart during retirement. These stories are all too common. Yet the causes of most of these retirement failures […]

What Is the Age For Required Minimum Distribution in 2020 and Later Years?

August 5, 2021

The age at which required minimum distributions (RMDs) must be taken from qualified retirement plans was changed in a 2019 law. The beginning age was changed from 70½ to 72.  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 […]

What Percent Is the Required Minimum Distribution?

August 5, 2021

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 percentage of the retirement account that must be distributed each year is […]

How Much Is the Required Minimum Distribution From 401(k)?

August 5, 2021

The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of a qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers.  The RMD rules apply to all qualified retirement plans, including traditional IRAs and 401(k)s. But the […]

How Much Is the Required Minimum Distribution?

August 5, 2021

The required minimum distribution from a qualified retirement plan varies from year to year. The amount depends on the age of the account owner or beneficiary and the account balance.  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 […]

What Is the Required Minimum Distribution for an IRA

August 5, 2021

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 […]

Guaranteed Retirement Prosperity

September 19, 2020

Click the PDF below to read this Special Report. […]

Bob’s Journal for 6/4/20

June 4, 2020

Some Notable Events That Grabbed My Attention This Week I’ll make a live presentation at a MoneyShow’s Virtual Event next Wednesday, June 10, at 10:20 a.m. EDT, when I talk about “Important Recent Changes in IRAs and Other Retirement Planning Strategies You Must Know.” My Eagle Financial Colleague, Bryan Perry, and about 60 other investing […]

November 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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