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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 101 Articles.
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How to Set Up Future Guaranteed Lifetime Income Today

August 14, 2022

Who wouldn’t want the financial security that comes with Guaranteed Lifetime Income? What many people don’t realize is that today you can set up guaranteed lifetime income… to begin in the future. When retirees have guaranteed lifetime income, they safely spend more money and don’t worry about running out of money during retirement. When you […]

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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. […]

“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21

November 15, 2021

Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21

November 15, 2021

Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

How Retirees Safely Double Their Spending: How to Use the Retiree’s Secret Weapon

November 12, 2021

Financial advisors, economists and other researchers have reported a unique problem with many retirees. They’re not spending enough money. Many retirees spent their working years focused on saving and accumulating. Then, they carry those practices into retirement. They remain focused on increasing their nest eggs, or at least not spending them down. There are good […]

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 […]

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