Retirement Watch Weekly
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 […]
Retirement Watch Links & Tools
Welcome to the Retirement Watch links home page. Links are listed by topic areas below. Click on the topic that interests you, and you will be taken to a list and description of links with useful and interesting information to help you create the retirement you desire. The sites are personally selected by me for […]
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 […]
Bob’s Reading List
Bob’s Reading List The New Rules of Retirement Robert C. Carlson Editor, Retirement Watch The Age Wave is coming, and it will affect your retirement. Whether you are 40 or 80, you cannot stop the changes. The government cannot stop them either. In this book, Bob Carlson shows what changes are likely to occur, […]
Estate Planning Strategies for Navigating the Kiddie Tax
Shifting assets and income to your children and grandchildren can provide many benefits, including tax benefits must be past of your estate planning. That’s why Congress set up hurdles to keep you from enjoying all the potential tax benefits. When planning gifts of investments to your loved ones, be aware of the kiddie tax. This […]
Thoughts of a Silicon Valley Insider on Technology Investing
A leading venture capitalist gave an interview to Vanity Fair in which he gave his insights on some past experiences and the current state of technology investing. He’s not very positive about many of the young technology companies that are receiving financing or going public these days. Most companies in e-commerce right now are negative-gross-margin […]
How the Fed Helped Cause the Financial Crisis
John Taylor of Stanford has been a leading critic of the Fed’s role in creating the financial crisis and its actions afterward. In this blog post he summarizes the arguments against the Fed, including links to important research from others that pin a lot of responsibility on the Fed’s loose money before 2007. Of course […]
