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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 101 Articles.
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“The Three Things You Must Do Before the End of the Year” Conference Call 11/19/20

November 19, 2020

Welcome to my subscriber-only conference call: The Three Things You Must Do Before the End of the Year. Click on the link above to listen to the conference call.

The Bombshell Battle Plan: How To Defend Against the IRS’ Secret Weapon

November 18, 2020

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

Disinherit the IRS

November 18, 2020

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

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 […]

The Family Bank Life Insurance Strategy: Your Own Personal Retirement Bank

May 25, 2020

In last week’s edition of Retirement Watch Weekly, I introduced readers to the Family Bank Strategy. Today, we’ll answer some commonly asked questions about it, starting with… Who should consider the Family Bank Strategy? One good candidate is someone who is keeping money in conservative investments as a safety net or in case someone in […]

how-to-get-the-most-from-bank-fees

How to Create Your Own Personal Retirement Bank with Life Insurance

May 19, 2020

Have you heard of the “Secret 770 Account” and “The President’s Account?” Or maybe you’ve seen these: Banking on Yourself® or “Infinite Banking?” Or perhaps even these: “Becoming Your Own Banker,” “The Personal Bank,” or “The Retirement Miracle?” If you read financial publications, especially online, you almost certainly have come across some of these. You’ve […]

10 Reasons to Think Twice About Early Retirement

August 9, 2019

Early retirement is a goal of some people and a dream for many. There’s a lot of appeal in the idea of being financially independent and no longer tied to a job when people are still young enough to engage in a wide range of activities. Early retirement can mean living wherever you want and […]

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