Retirement Watch Weekly
Bob’s Journal for 3/6
Income Taxes and Social Security Retirement Benefits First, I want to thank the many subscribers who joined our subscriber-only teleforum last week. I enjoy these interactions with my readers and the opportunity to learn what’s on your minds. The federal income taxation of Social Security retirement benefits was of interest to many of you who […]
“What the Trump Administration Means for IRAs, Income Taxes, Inflation and More” Conference Call
Welcome to my subscriber-only conference call: What the Trump Administration Means for IRAs, Income Taxes, Inflation and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
“What the Trump Administration Means for IRAs, Income Taxes, Inflation and More” Conference Call
Welcome to my subscriber-only conference call: What the Trump Administration Means for IRAs, Income Taxes, Inflation and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
The New Rules of Retirement
Whether you are 40 or 80, forget everything you’ve heard about retirement. it’s all changed and will change again. I can show you how to stay on top of the changes and use them to create the retirement you desire. Click the PDF below to access this Special Report. […]
4 Financial Risks Unique to Retirement and How to Protect Yourself From Them
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
Bob’s Journal 02/13
When Having a Crystal Ball Helps and When It Doesn’t More than a crystal ball is needed to improve investment returns. A simple test was created by a couple of members of wealth management firm Elm Wealth. They gave headlines to some investors a day in advance and had them make investment decisions. They provided […]
Bob’s Journal 2/6
The Fed Cuts, But Interest Rates Rise The Federal Reserve started reducing the interest rates it controls in September 2024. But the interest rates that the markets control, and that matter more to businesses and investors, steadily increased. The yield on the 10-year Treasury bond hit a recent low of 3.63% on September 16, 2024. […]
Bob’s Journal for 1/23
Vanguard Pays $106 Million in Target Date Fund Settlement The Vanguard Group agreed to pay more than $106 million to settle allegations by the Securities and Exchange Commission (SEC) that it made misleading statements to shareholders about its target date funds. The statements concerned estimates of capital gains distributions and the tax consequences stemming from […]
