Retirement Watch Lighthouse Logo

Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 96 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

The New Rules of Retirement

April 20, 2022

Whether you are 40 or 80, forget everything you’ve heard about retirement. it’s all changed and will change again. I can show you how to stay on top of the changes and use them to create the retirement you desire. Click the PDF below to access this Special Report. […]

the-new-retirement-income-funds

How Retirees Can Increase Lifetime Income by Five Figures

December 26, 2021

Maximizing Social Security retirement benefits is one of the more important actions a married couple can take. It’s also a goal many couples have difficulty achieving. Lifetime income can increase by 5 figures… tens of thousands of dollars, and even more, when Social Security benefits are claimed at the optimum time, or close to it. […]

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 […]

June 2022:
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.
X

Log In

Forgot Password

Search