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 Web site, 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. His latest book is Personal Finance for Seniors for Dummies (with Eric Tyson). Previous books include Invest Like a FoxNot Like a Hedgehog and The New Rules of Retirement.

Robert's Articles

We eased out of traditional bonds and fixed income investments a while ago. They produce little or no return these days. They also don’t have a margin of safety, because interest rates near their historic lows are far more likely to rise than to fall, reports Bob Carlson, editor of Retirement Watch.
Markets don’t like uncertainty, and it looks like there is going to be less uncertainty about fiscal and monetary policy than there has been in years, suggests Bob Carlson, editor of Retirement Watch.
You don’t need me to tell you that 2020 was a wild year with many changes and surprises. While the details will be different, expect more of the same in 2021, notes Bob Carlson, editor of Retirement Watch.
Bob Carlson maintains several diversified portfolios in his industry-leading advisory, Retirement Watch. Included in his portfolios are funds meant to add global exposure, including these two profiled below.

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.
Congress and the IRS have been busy recently, making a lot of changes in IRA's and the other key elements of your retirement plan. In this presentation, Bob 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'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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