Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
Found 897 Articles.
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Don’t Let a Loved One Inherit an IRA Without a Copy of This Report
Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA Some of the costliest mistakes with IRAs are made after the accounts pass to the second generation of owners. Heirs often routinely lose a large percentage of their inherited IRAs to unnecessary taxes. It’s not really their fault. […]
The Classics: The Charge of the Light Brigade
Alfred, Lord Tennyson Half a league half a league Half a league onward All in the valley of Death Rode the six hundred: `Forward the Light Brigade Charge for the guns’ he said Into the valley of Death Rode the six hundred `Forward the Light Brigade!’ Was there a man dismay’d? Not tho’ the soldier […]
Investing Your IRA in Gold, Real Estate, and More
IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments Which assets are allowed, and which aren’t You’re supposed to diversify your investment portfolio. You want to protect it from bear markets, inflation, deflation, and more. What many IRA investors don’t know is Congress and the IRS built obstacles on […]
The Classics: IF
Rudyard Kipling If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, […]
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Alternative Share Classes and Funds
Not all readers are able or willing to invest in my recommended funds or share classes. Some funds are closed to new investors. Some funds or share classes aren’t available through the broker or other medium a reader prefers to use. Other readers don’t qualify for the recommended share class because of minimum investment requirements […]
Life Expectancy Tables For Required Minimum Distributions
Life Expectancy Tables For Required Minimum Distributions Distributions from traditional IRAs and other qualified retirement plans are required after age 70 1/2 for account owners and after inheritance by beneficiaries. Beneficiaries of Roth IRAs also are required to take RMDs. RMDs are calculated by using life expectancy tables provided by the IRS. You can use […]
Retirement Spending Model
Bob Carlson of Retirement Watch has developed a Microsoft Excel spreadsheet that enables individuals to develop a custom model of their retirement spending. You will need Microsoft Word to read the instruction sheet and Microsoft Excel to work with the spreadsheet. Click on the links below to download the appropriate files. Retirement Spending Spreadsheet Instructions […]
Carlson’s Choice Mutual Funds
Carlson’s Choice Mutual Funds Subscribers who want to diversify their portfolios or who for other reasons want funds in addition to my top choice recommended funds, can choose from among those in this table. The bold-faced funds are those in my Core Portfolios. Funds are grouped by asset category. Returns are listed for different period […]
529 College Saving Plans
Active versus Passive Investing
Art and Collectibles Investing
Asset Allocation
Bear Market
Bonds and Tips
Bull Markets
Cash Management
Commodities
Cryptocurrencies
Diversification
Dividend Investing
Endowment Investing
ETFs
Financial Crisis
Global Markets
Emerging Markets
Gold and Silver
Hedge Funds
Index Investing
Interest Rates and the Yield Curve
Investing for Children and Grandchildren
Investing Strategies
MLP's
Momentum Investing
Mutual Funds
Passive Investing
Portfolios
Real Estate Investing
Risk Management
Shiller
Smart Beta
Stock Market Bubbles
Stock Market Crash
Stock Market Votality
Stock Markets and the Economy
Stock Valuations
Stocks
Value Investing
Warren Buffett
