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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 97 Articles.
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rebuild-your-retirement-plan

7 Action Steps to Rebuild Your Retirement Plan

March 1, 2002

A Retirement plan is a work in progress. You begin the plan with certain assumptions about your spending, inflation, taxes, investment returns, and other factors. Reality won’t match your assumptions as the years roll on. That’s why every few years, the plan needs to be adjusted. Once you are in or near retirement, you should […]

August 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.
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