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.
Leuthold Core Investment (LCORX) uses measures of market trends and technical factors to shift positions among all the major investment assets based on valuations and momentum. It’s a solid play in this bearish market environment, says Bob Carlson, editor of Retirement Watch.
Many investors believed interest rates (and inflation) peaked in late 2022. The optimism about inflation was probably wrong, warns Bob Carlson, editor of Retirement Watch.
Investors keep trying to follow the playbook that worked very well for the last decade or so. It was a mistake in 2022 and will be a mistake again in 2023. Expect volatility and above-average risk, because of continuing imbalances in the economy and markets, underscores Bob Carlson, editor of Retirement Watch.
Gold hasn’t returned yet to the peak reached in August 2020, but recent returns are strong despite market expectations that inflation peaked, observes Bob Carlson, editor of Retirement Watch.
Tax increases are the focus in Washington as Congress seeks to pay for the money it spent during the pandemic, and the trillions of dollars it wants to spend in the future. But many valuable tax strategies aren't going to be touched by Congress. Robert Carlson will review valuable ways to make investments and income tax free, increase deductions, and otherwise shelter income from taxes.
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.
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.
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.
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.Learn More