Robert Carlson, editor of Retirement Watch, a monthly newsletter. He is a managing member of Carlson Wealth Advisors and former chairman of the board of trustees of the Fairfax County (Virginia) Employees’ Retirement System. RetirementWatch.com
If you turned 73 in 2024, the time to take required minimum distributions (RMDs) has arrived. Starting in or shortly…
Annuity sales have soared to record levels lately as retirees and those nearing retirement are drawn to the guaranteed income…
Heads up! Higher taxes are coming, and the clock is ticking if you want to take steps to protect yourself.…
Nobel Prize–winning economist Paul Samuelson once said, “The stock market has predicted nine out of the last five recessions.” His…
Borrowing money is costly now, especially if you need cash for an emergency medical expense or unplanned events such as…
New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and…
For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both…
In today’s chaotic financial markets, cash is king. If you’re looking for safe, guaranteed income from your cash, nothing is…
The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…
It’s been a long time since investors have had to worry about inflation. But as the US economy springs back…
