INCOME, RETIREMENT, STRATEGIES

Robert Carlson

Editor,

Retirement Watch

  • Editor of Retirement Watch Since 1991
  • Author of Several Books & Contributor to Forbes
  • Chairman Fairfax Co. Employees' Retirement System

About Robert

Robert Carlson is editor of the monthly newsletter and website, Retirement Watch. He is chairman of the board of trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He co-authored Personal Finance After 50 for Dummies (with Eric Tyson). Previous books include Invest Like a Fox...Not Like a Hedgehog and The New Rules of Retirement.

Robert's Articles

Draftkings (DKNG) was our Top Pick for 2021; the stock — which has risen 19% so far this year — is the premiere online sports betting web site, notes Bob Carlson, editor of Retirement Watch.
The big shift in the markets continues as economic activity increases and investors turn to assets that struggled during the pandemic, notes Bob Carlson, editor of Retirement Watch — and a participant in The MoneyShow Orlando Conference on June 10-12. Learn more here.
One reason people consistently underestimated the strength of the stock market and the economy in recent years is that they relied on some old, usually reliable rules of thumb, asserts Bob Carlson, editor of Retirement Watch — and a participant in The Interactive MoneyShow Virtual Expo from May 11-13. Register here.
Real estate investment trusts (REITs) recovered from their sharp decline in the early stages of the pandemic recession, observes Bob Carlson, dividend investing expert and editor of Retirement Watch.

Robert's Videos

Congress and the IRS have been busy recently making a lot of changes in IRAs and the other key elements of your retirement plan. In this presentation, Robert Carlson discusses what you need to know about Stretch IRAs, required minimum distributions, IRA conversions, Social Security's solvency and how it affects you, and much more.
Robert Carlson, retirement planning expert, explains the Secure Act and how it could affect your retirement planning.
Robert Carlson provides strategies for dealing with required money distributions after retirement. He also provides strategies to reduce tax burden
Robert Carlson of Retirement Watch describes the new law--The Secure Act--which will restrict the use of the "Stretch IRA."


Robert's Books

Robert Carlson

The New Rules of Retirement: Strategies for a Secure Future

Robert C. Carlson uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. You'll learn how much you really need to save for retirement, how to invest that nest egg before and during retirement, and how to establish a wise and sustainable spending strategy. 
Robert Carlson

Personal Finance After 50 For Dummies

Numerous life changes come with the territory of getting older—as we're reminded every day by anti-aging campaigns—but one change the media doesn't often mention is the need for a shifting approach to personal financial management. Personal Finance After 50 For Dummies, 2nd Edition offers the targeted information you need to make informed decisions regarding your investments, spending, and how to best protect your wealth.

Newsletter Contributions

Retirement Watch

Published every Sunday and delivered to your email inbox. In each issue, Bob Carlson shares valuable tips and actionable insights on retirement topics like estate planning, taxes, IRAs, and many more.

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Accredited Investors Virtual Expo

July 27 - 29, 2021