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 896 Articles.
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How Safe Is Your Money?
Credit Suisse recently report-ed a $4.7 billion loss from its dealings with one client, Archegos Capital Management. As a consequence, the bank slashed its dividend, reduced its share buybacks and announced key employees were leaving the firm. The Swiss bank was one of several global financial firms that suffered loss-es from its dealings with Archegos […]
The Biggest Retirement Trend Affecting Your Nest Egg in 2021
Some key investment and economic trends of the last few years started to change in the last few months. I believe those changes will continue, and probably accelerate, through the rest of 2021. One change, which I’ve been highlighting for my paid-up Retirement Watch members, is that returns from U.S. stocks are unlikely to continue […]
Can I Reinvest My Required Minimum Distribution?
The tax code and regulations have detailed and specific rules concerning who must take required minimum distributions (RMDs), when they must be taken, and how they are calculated. But there is no guidance about what a retirement plan owner or beneficiary can do with the RMD. The required minimum distribution (RMD) rules limit the extent […]
What Is the Required Minimum Distribution?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The rationale behind the RMD rules is that Congress provided the tax benefits […]
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What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
How to Build a Moat Around Your Retirement
Your retirement plan is subject to many risks and factors you can’t control. A good retirement plan essentially builds a moat around your nest egg, protecting it from a host of risks and outside forces that worry retirees and pre-retirees. After you build a moat around your retirement finances, you can spend more time in […]
The Economy, Markets Start to Turn
The U.S. economy is stronger than many people realize, and growth is likely to accelerate. That affects stocks, bonds, gold and more. Parts of the economy were hurt badly by the pandemic and continue to struggle. Other sectors of the economy, however, held their own or even surged during 2020. The focus on hurting households […]
How Market and Economic Trends are Changing in 2021
Some key investment and economic trends of the last few years started to change in the last few months. I believe those changes will continue, and probably accelerate, in 2021. One change, which I’ve been highlighting, is that returns from U.S. stocks are unlikely to continue to significantly outpace returns from many global stocks. U.S. […]
The Continuing Case for Cautious Optimism
Investors began 2021 filled with optimism about the markets, and there are good reasons for the positive attitudes. Market prices indicate investors expect interest rates and inflation to stay low. They also expect corporate profits to improve due to a strong economic rebound once COVID-19 vaccines are widely administered. The vaccines aren’t the only reasons […]
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
