Bob’s Library
Bob Carlson’s Guide to Inheriting IRAs
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Use My Retirement Calculator To Keep Your Money Away from the Government By Converting Your IRA to a Roth IRA
Should you convert your IRA to a Roth IRA? A lot of the “rules” out there are not good to follow. That’s why I developed this calculator that will take into effect YOUR own situation so you can make an educated decision and keep thousands, perhaps tens of thousands, of dollars away from the government. […]
The Best Retirement Strategies?
A researcher at Stanford University decided to find the “best answers” to key retirement questions. He sought help from the Society of Actuaries and compared the results of 292 strategies. He looked at two questions: when should Social Security benefits begin and at what rate should other money be spent? Readers of Retirement Watch won’t […]
Don’t Leave Money on the Table
Secrets to Boosting Social Security Benefits Find hidden cash in the most neglected and misunderstood retirement asset Americans are more concerned than ever about their retirement income. Fortunately, you already have a guaranteed, inflation-protected asset that can be managed to increase your retirement income – if you know a few shrewd moves. Read More… […]
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 […]
You Can Lock in the Forgotten Feature of Most Retirement and Estate Plans
To My Heirs: A Book of Final Wishes and Instructions My Two-in-One Workbook All plans need it. Few plans have it. Yours can have it now. Change can be an opportunity. Or it can lead to hardship. The difference often depends on how well you and your loved ones adapt and adjust. You know big […]
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. […]
