Robert Carlson

Bob Carlson is editor of the newsletter Retirement Watch. He is a managing member of Carlson Wealth Advisors and chairman of the board of trustees of the Fairfax County (Virginia) Employees’ Retirement System. RetirementWatch.com

Hidden Tax Trap in New RMD Rules
Taxes

Hidden Tax Trap in New RMD Rules

Robert Carlson | February 8, 2024

New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and…

Navigating Retirement in the 2020s
Retirement Accounts

Navigating Retirement in the 2020s

Robert Carlson | September 13, 2023

For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both…

CD Alternative
Investing

CD Alternative

Robert Carlson | December 6, 2022

In today’s chaotic financial markets, cash is king. If you’re looking for safe, guaranteed income from your cash, nothing is…

Little-Known Tools for Retirement and Estate Planning
Estate Planning

Little-Known Tools for Retirement and Estate Planning

Robert Carlson | February 15, 2022

The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…

Preparing Your Portfolio for the Coming Inflation Time Bomb
Personal Finances

Preparing Your Portfolio for the Coming Inflation Time Bomb

Robert Carlson | September 3, 2021

It’s been a long time since investors have had to worry about inflation. But as the US economy springs back…