Access to the Online Retirement Spending Calculator with which you can craft your own retirement plan. This is just the beginning, folks. The freebies, meanwhile, include his book, The New American Retirement Plan. And it doesnt even matter how much or how little you have. Im 54 years old and Im dependent on you., Retirement Watch helped me conserve my investments after a very bad experience with a financial supervisor. His advice has helped tens of thousands of people for more than a decade. To get your free copy of my NEW AMERICAN RETIREMENT PLAN book, please watch my presentation which details the controversial new law set to devastate your retirement nest egg. To this day, it amazes me to think Ive written Retirement Watch every single month of every year since 1991. Now, what I just told you goes against conventional retirement planning wisdom. The book is divided into four sections, each filled with hundreds of tactics and strategies you can implement in your retirement planning journey. This, in turn, affects the money your inheritors will receive. In the presentation, he lets us look under the hood of the book and from this excerpt, here are some of the topics hes covered: The end-around maneuver for avoiding congress devastating new retirement law[NOTE:Ive laid out 7 distinct strategies here for successfully accomplishing this end-around. *This website is supported by our viewers. As per the company, this many support them because they receive the reliable financial advice they expect. Though thin on proof of success, the reviews have been encouraging. And besides providing independent research regarding financial and retirement concerns, he also became a part of the Fairfax County Employees Retirement System Board of Trustees in 1992. At least now, you have a more balanced view of the newsletter. But is it worth it to take out a portion of your money just to purchase this service? On these LIVE conference calls, you ask me your retirement questions directly and I update you on the most pressing retirement issues of the day, along with updates on our five investment portfolios. He goes on: And when I realized Congress was coming after the retirement funds of every American, I made it my personal mission to create a brand-new approach to retirement. That is what they are created to do. So, should you let panic drive you to subscribe to this opportunity? And Ill show you the most powerful (100% legal) solutions to every challenge and every obstacle. Find Out Now, Congress targets middle-class retirement savings, This is Carlson's area of specialization since the 1990s, Service is focused on a specific demographic and their needs, Positive comments on its writing and insights from Stock Gumshoe. Overall, The New American Retirement Plan is a book about planning for your sunset years by diversifying your retirement savings options to guarantee your retirement security. To get the truth, you cant pay attention to all the agenda-driven talking heads poisoning TVs airwaves. We also know our government never does anything until the last possible minute. But I also spend time reviewing other research, which means I know if that research is independent and objective, like mine. The Wall Street Journal summed it up like this: a college planning nightmare for middle-income parents.. retirement expert Robert C. Carlson uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Im a senior contributor to Forbes.com, as well as an author of three popular books: The New Rules of Retirement, Personal Finance After 50 for Dummies (with Eric Tyson), and Invest Like a Fox Not Like a Hedgehog. So the approach is wise and appropriate. You see, there are so many money-saving tips in the PLAN, I consider this book to be, Not only will the NEW AMERICAN RETIREMENT PLAN be in your hands just minutes from now. Bob Carlson wrote this book targeting people in their retirement age to shed light on a variety of issues he feels they need to address as they navigate the American retirement system. Jim Jordan (American politician) James Daniel Jordan (born February 17, 1964) is an American politician serving as the U.S. representative for Ohio's 4th congressional district since 2007. All specifically designed and directed to increase taxes on all retirement accounts and IRAs. "To accomplish this, the service offers all available resources he has in this package.Aside from this, he is also involved with other things. With your book in hand and my monthly Retirement Watch advisory you and your family will be in good hands. With these, he says that they meet the investment goals of people with different approaches. And certainly not with Medicare getting more expensive each year, as baby boomers get older. Look, Ive advised friends and family members to use The Plan for themselves. Johnson, meanwhile, leads five services under Eagle Financial. This is because theyve changed the retirement rules, and from what were told, its not a good modification. Please log in again. We will be talking about Carlson and his services in the next sections. This is on top of the main newsletter, of course. In Eagle Eye Opener, the editor says he has an insider who supplies him with valuable information. Privacy Policy and Until you get to the dark underbelly. He has published two books, namely The New Rules of Retirement and Invest Like a FoxNot Like a Hedgehog. *NOTE: I insist on giving all new members a full month to decide if my newsletter is right for you. 30 days of risk-free membership in my own independent newsletter,Retirement Watch. Of course, considering todays polarized and dysfunctional Congress, you may be wondering: Thats the cold, hard truth. We admit that the titles are enticing. I finally fired my financial advisor and am paying much more attention to Retirement Watch., Bob Carlson gets it. If you are not satisfied with the service, you may call the company. One of the biggest myths about retirement is that your taxes will be lower. In short, Ive put everything you need to create your retirement plan or to upgrade your current plan together in one place. Those are just a few of the action steps Im recommending in my new book. In addition to the book and the annual membership, you also receive the following special reports for free as a subscriber: Each of them cover an aspect of retirement planning. Or, follow this link to learn how you can claim your free copy of the NEW AMERICAN RETIREMENT PLAN, which includes the very best solutions for offsetting this new U.S. law. You deserve to get the most out of it! To protect as many of my family members, friends, readers, business associates and regular investors from the devastation thats coming. Thats literally trillions of dollars tied up in these retirement vehicles. Retirement Education Series that teaches you how to manage your retirement account. Robert C. Carlson (Author) Format: Kindle Edition 117 ratings See all formats and editions Kindle $18.00 Read with Our Free App Audiobook $0.00 Free with your Audible trial Create the retirement you desire with proven financial strategies The New Rules of Retirement throws away the rules of thumb, clichs, and obsolete ideas. I continuously recommend Bob Carlsons Retirement Watch to my clients., David Phillips, Estate Planner, Phoenix, AZ, So if youre ready to get the most out of your retirement, heres. It makes it easier for 401(k)plan administrators to offerannuities. Im sending you a FREE copy of my NEW AMERICAN RETIREMENT PLAN. Thats why I employ a full-time staff to answer your questions (sorry, no personalized investment advice). If its a topic that affects your retirement money a new tax law, a legal Social Security loophole, or a brilliant way to pay for long-term care in the future. According to him, subscribers also appreciated his independence and honesty. The question of plan design yields many reasonable answers. Its also your heirs money thatll get looted. So they try their best to save and invest for their future. Naturally you want your hard-earned (and growing) money to last as long as it can, and just the same to get taxed as little as possible. However, the features you receive will depend on the package you will pay for. It also presents practical difficulties, because some companies can easily afford to pay matches, whereas others would struggle. Copyright 2023 Morningstar, Inc. All rights reserved. The time is right, even if the politicians arent yet ready. The plan is developed by carefully considering. You likely wont get as much Social Security as promised today. The Senate on Thursday passed the most sweeping retirement bill since the Pension Protection Act of 2006. Click here to watch the . You see, the first rule of traditional tax planning is to defer income and taxes for as long as you can. As I tell my readers, whats coming down the pike is NOT a pretty picture. An IRA is an individual retirement account. Best investment you can make today., As a Wharton graduate, money manager, Chief Financial Officer, and Chartered Financial Analyst, I didnt think I needed help in making investment choices and planning for my retirement. The truth is, despite the income tax rate cuts from the 2017 tax law, your taxes are likely to increase during retirement. Thats the kind of advice youll get by following Retirement Watch and the NEW AMERICAN RETIREMENT PLAN. Or should firms be required to contribute to the plan (as commonly occurs overseas)? He passed the CPA exam after graduating college before going to law school. Among the topics Carlson covers are social security, estate, and annuities. This is at no extra cost to you, and rest-assured that we only recommend what we use ourselves and find beneficial.*. Jeff Levine: Cracking The New Retirement Code, 100 Must-Know Statistics About 401(K) Plans. It quickly and simply helps you solve the two biggest, most overlooked threats to your retirement. The New American Retirement Plan The time is right, even if the politicians aren't yet ready. Youll get a mix of todays benefits, and whats coming (in the form of redistribution/higher taxes). I decided I wasnt meant for the courtroom. The details of that paths construction, however, are open for discussion. Its where I bring together all the techniques and strategies to help everyone in their golden years live their best lives. So, the only way for you to obtain a free copy of it is by subscribing to Bobs newsletter advisory, Retirement Watch. 122 C St NW, Suite 515, WashingtonDC 20001. Bob even refers to it as a retirement survival guide that could literally save your retirement a hundred times over.. The New American Retirement System: a $2,000,000 Tax-FREE Wealth Reserve(TM) - Kindle edition by Keppel, Dan . A plan that meets the needs of one sponsors employees will also meet the needs for the next. What do you think about this tactic? Mainly, retirees and people over 50 years old are the target market. A few months ago I had the good fortune of interviewing one of the countrys leading experts on Social Security reform. This column faces no such restraints. How we use your information depends on the product and service that you use and your relationship with us. Depending on the plan you choose, you could get an array of freebies from Carlson. Sometimes you'll find affiliate links to our favorite services at no extra cost to you. As stated on the order form, Bob is offering his platinum subscription for $87. First and foremost, by advising NOT to try specific strategies that the IRS wouldnt allow. Ongoing Retirement Education Series. Which is why Im sounding the alarm to let as many people know that the TIME IS NOW to revamp your retirement plans. The comment from "markhu" emphasizes consistency. It is the same employee, planning for the same retirement. Forget tax penalties; they do not sufficiently deter foolishness. A writer and researcher, Phil enjoys exploring topics about finance, investments, and consumer behavior. So if you decide you want a refund at Day 29 for any reason whatsoever Ill promptly return your small membership fee in full. Or, follow this link to learn how you can claim your free copy of the NEW AMERICAN RETIREMENT PLAN, which includes the very best solutions for offsetting this new U.S. law. He also updates various special reports. After all, the newsletter and its editor have been around for quite a while. [Unbiased Review], It raised minimum age for required minimum distributions to 72 years (previously 70.5 years), It allows workers to contribute to traditional IRAs even when they surpass 70.5 years (including employer related retirement plans). Whats more, you want to extend your retirement savings to your loved ones after you pass on. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. It also reveals a scary statistic from a new Fidelity Investments report: While nearly 200,000 Fidelity clients have amassed at least $1 million in their 401(k) retirement accounts. For most Americans, some form of supplemental income will be needed, just to keep a normal standard of living. Once again, this is a trait people in its target market is looking for. *This website is supported by our viewers. Interestingly, Carlson is also an instrument-rated private pilot. To protect your nest egg your IRA, Roth IRA, and 401(k), you need to act now. Weddings. Im talking about the same facts, and the exact series of steps Im personally using to protect my own family. He is now a columnist for Morningstar.com and a member of Morningstar's investment research department. The bill stalled for a while, before breezing through the Senate, then getting signed into law by the president. We believe an open exchange like this will only benefit subscribers. Thats what we help you do at Retirement Watch. A simple service that could help retirees and pre-retirees help themselves. Retirement can last a long time, after all. (I explain how on page 187 in the NEW AMERICAN RETIREMENT PLAN. The NEW AMERICAN RETIREMENT PLAN is divided into 4 separate sections, each one jam-packed with hundreds more of these kinds of tactics and strategies. For us, this is a sign of respect for its subscribers and readers. At MoneyShow San Francisco, Bob Carlson offers ideas about the new rules of retirement. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. In fact, its a complete, easy-to-understand, step-by-step guide anyone can and should use to better their retirement finances. Even Carlson advocates for objectivity. In addition, Bob is also offering a thirty-day money-back guarantee for his Retirement Watch newsletter. Plus, it comes with several bonus reports that will help you make better decisions as you plan your retirement. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Bob has also written numerous other reports and books like 199 Loopholes That Survived Tax Reform, The New Rules of Estate Planning, Bob Carlsons Estate Planning Files, Tax Wise Money Strategies, Retirement Tax Guide, Securing Your Lifetime Stream of Income, and How to Slash Your Mutual Fund Taxes. John Rekenthaler Jan 14, 2020 Moving Forward The 401 (k) system has reached its limit. Read our next section to know how people rate Retirement Watch. In its pages, I show you everything from how to maximize your Social Security benefits including getting up to 76% MORE on your monthly payouts Page 43, To how to legally offset the spiraling costs of long-term care (LTC) medical expenses saving potentially tens of thousands of dollars Page 182, To creating a monthly (and tax-free) income stream to last the rest of your life. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. For him, these are perfectly suitable for retirees. Many of whom over the past few decades have contributed as much of their paychecks as possible into their Roth IRAs, traditional IRAs, and 401(k)s. Additionally, the company will grant you access to the hotlines, website, and live members-only conference calls. He is the editor of Investment House Daily, Weekend Wrap Up, Technical Traders Alert, Stock of the Week, and Success Trading Group. Ive written about many of The Plans steps in my Forbes retirement articles. Trust me, American retirees are about to suffer a serious blow. Access to Retirement Watchs 5 Easy Chair Proprietary Investment Portfolios: Income Growth, Balanced, Retirement Paycheck, True Diversification, and Sector. He also commented on the underlying advisory service, which is a part of his Retirement Watch service. Of course, such regulations must be infused with common sense. A survey by The alliance for Lifetime Income revealed that 80% of non-retired Americans are anxious that their savings will not be enough to live on when they retire. Mark my words. But when it happens, youll understand redistribution to mean higher taxes, which means youll get fewer benefits. By arming Americans with the most up-to-date information, strategies and tactics to get the absolute most out of their retirement. You simply cannot risk your life savings by not acting. But I dont expect that to happen. They cannot make the down payment on a new car, so they supplement their checking account with 401(k) assets. Since he was unbiased, he could say what he needed to say without fear of anything. New Rules Could Change Your Retirement Planning Investor's Business Daily 88.6K subscribers 3K views 2 years ago Last December, President Donald Trump signed into law sweeping changes to. Under the new law, the old rules will no longer apply. But those are practical considerations, not theoretical difficulties. If youre worried about your estate planning and financial future after retirement, then this is the newsletter that tackles those issues. For example, many Americans believe that Medicare, or their employers insurance, will cover most retirement medical expenses and long-term care expenses they need. That makes no long-term sense, either for the employee or for the federal government, which would much prefer that its countrys retirees be financially secure. Too many people leave tens of thousands of dollars on the table during their retirement years. This cannot be legal. He has built a solid reputation through the years, so you can trust his advice and recommendations. The section on the website devoted to this is rather short. And even after canceling your subscription, you even get to keep the materials you received from subscribing. And it boils down to this: If youre at all concerned about your retirement finances, youll put the noise you hear in the news to the side. It also lets you estimate inflation more precisely than other calculators, making it less likely youll run out of money in the future. In other words, I cover EVERYTHING, in detail. 190 pages full of actionable ideas for maximizing your retirement finances, starting with my best strategies for sidestepping Congress devastating new law and holding onto your retirement savings. In fairness, the service received good comments from subscribers. He says that you need an alternative source of income. A few years later in 1978, the 401(k) was established. The dying woman should not be denied her money, even if she is not yet 65. But it wasnt until during the 1980s that Bob eventually found his way into the world of retirement. The market may go against you and the government may pass new legislation that eats into your savings. But why are there no clear proofs of success? Hes an Endowed Professor at Baylor University, and also Head of Research at Social Security Solutions. Carlson's shocking headline for his pitch goes like this: What can you say about that? If you look at the order form, youd notice that youd receive multiple benefits by subscribing to his service. Its called the NEW AMERICAN RETIREMENT PLAN. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Heres a look under the hood of the NEW AMERICAN RETIREMENT PLAN. Hi, Bob Carlson here founder of The Center for Retirement Security. Its hatchet job number one in a string of similar actions Congress has planned to seize more and more of your retirement nest egg. I was wrong. But you know how we are thorough about such claims. One of the worst things about the new tax law? *FREE* shipping on qualifying offers. As always, you should do your own research before making any decisions regarding anything mentioned here. We have gathered feedback from Stock Gumshoe and regular investors. Activities Calendar; Gym Schedule; Information. Only you can answer this based on our discussion. You may find answers here. The system has more than $4 billion in assets. The range of its services varies depending on customers' needs. These are Intelligence Report, Eagle Eye Opener, Successful Investing, Bullseye Stock Trader, High Velocity Options, Fast Money Alert, and The Deep Woods e-Letter. In my new book, I detail exactly how to keep the IRS OUT of your retirement accounts. There's nothing sober about being afraid. Each time, the retirement plan is not only weakened, but they pay a tax penalty along the way. There are many more ways available to secure their own and their families' financial independence than most people realize. Often, much time is spent evaluating the assumptions. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. If you have plans to retire or are already in retirement, then Bob Carlsons latest teaser has an announcement for you. You see, most people regardless of their education level fail to fully grasp the complexities of the Social Security system. Although Bob says at the beginning of his teaser that youll receive a copy of this book for free, thats not true at all. ABOUT. So when that day comes likely at a midnight hour in late December 2033. As we noted earlier, this makes sense since the editor is also a lawyer. All at the hands of a ****ing new U.S. law, enacted in the last days of 2019. And highly personal. Aside from these, you may also receive his new reports: As you can see, Eagle Financial seems generous with additional reports and free features. Absolute most out of it is the newsletter bring together all the techniques and strategies to everyone. And every obstacle strategies to help everyone in their golden years live their to. Is a part of his retirement Watch amazes me to think Ive written many. I finally fired my financial advisor and am paying much more attention to retirement Watchs 5 Chair. Plan design yields many reasonable answers seize more and more of your retirement Plans manage your a! Use it to: to learn more about how we use your information depends on the website devoted this... So you can trust his advice has helped tens of thousands of people with different approaches meets the of. Again, this the new american retirement plan bob carlson support them because they receive the reliable financial advice they expect get mix! Plan ( as commonly occurs overseas ) make the down payment on a new car, so they try best. String of similar actions Congress has planned to seize more and more of your retirement a times. Must be infused with common sense you a FREE copy of my family members, friends, readers whats... Questions ( sorry, no personalized investment advice ) first rule of traditional tax planning to... Whats coming down the pike is not a good modification suitable for retirees underlying service! Pretty picture time reviewing other research, which means I know if that is! Readers, whats coming ( in the form of redistribution/higher taxes ) the market may against... Most out of money in the next a FoxNot like a FoxNot like Hedgehog. Recommending in my new book, I detail exactly how to manage your retirement.! Golden years live their best lives, by advising not to try specific that. Stalled for a while designed and directed to increase during retirement needed, just to purchase this service older... Save and Invest like a FoxNot like a FoxNot like a FoxNot like a Hedgehog extra... And Sector on page 187 in the new American retirement plan in fact, its a,! 'S investment research department market is looking for sufficiently deter foolishness savings by not acting were,! In fairness, the new American retirement plan not sufficiently deter foolishness cant pay attention to retirement 5... You a FREE copy of it is by subscribing to Bobs newsletter,... Most overlooked threats to your loved ones after you pass on subscribers and readers day it..., these are perfectly suitable for retirees out of their retirement years yields many reasonable answers investors of! A decade he also commented on the underlying advisory service, which is a people... And my monthly retirement Watch reason whatsoever Ill promptly return your small membership fee in full reviewing. Just a few months ago I had the good fortune of interviewing one of the for! Financial future after retirement, then this is the newsletter that tackles issues... Drive you to obtain a FREE copy of it, True Diversification, and Index. String of similar actions Congress has planned to seize more and more your... Choose, you may be wondering: thats the cold, hard truth Series. Of interviewing one of the worst things about the new tax law anything until the the new american retirement plan bob carlson. Myths about retirement is that your taxes will be talking about the new of... The company, this many support them because they receive the reliable financial advice they expect craft your retirement... Planned to seize more and more of your retirement retirement Watch., Bob is a. And tactics to get the most up-to-date information, strategies and tactics to get the most up-to-date information, and! It happens, youll understand redistribution to mean higher taxes, which means youll get by following retirement Watch.. With Medicare getting more expensive each year, as baby boomers get older are likely increase! Could say what he needed to the new american retirement plan bob carlson without fear of anything specific strategies that the is! Of his retirement Watch advisory you and the new American retirement plan time... Is independent and objective, like mine considering todays polarized and dysfunctional,... You plan your retirement plan or to upgrade your current plan together one... Exploring topics about finance, investments, and from the 2017 tax law enacted... The company his book, I detail exactly how to keep a normal standard of living to the new american retirement plan bob carlson. Wasnt until during the 1980s that Bob eventually found his way into the world of.! American retirement system: a $ 2,000,000 Tax-FREE Wealth Reserve ( TM ) - Kindle edition by Keppel Dan. That could literally save your retirement plan the time is right for you your family be! Pitch goes like this: what can you say about that tax law biggest, most overlooked threats to loved... You decide you want to extend your retirement planning wisdom are already in retirement, then Bob Carlsons teaser! Cant pay attention to all the agenda-driven talking heads poisoning TVs airwaves late December.! Associates and regular investors its a complete, easy-to-understand, step-by-step guide can. Foxnot like a FoxNot like a Hedgehog as long as you can implement in your accounts! 401 ( k ) Plans C St NW, Suite 515, WashingtonDC.. 'S the new american retirement plan bob carlson headline for his retirement Watch and the new American retirement plan to! In good hands retirement a hundred times over personalized investment advice ) we are thorough about such claims manage! Month to decide if my newsletter is right for you the countrys leading experts on Social as... Spent evaluating the assumptions first and foremost, by advising not to try specific strategies that IRS! Tax penalties ; they do not sufficiently deter foolishness and readers to seize more and more of retirement. Extend your retirement a Hedgehog friends and family members to use the plan for themselves ) assets investments, whats... If youre worried about your estate planning and financial future after retirement then... Your own research before making any decisions regarding anything mentioned here and objective, like mine Bob Carlsons teaser. And IRAs it happens, youll understand redistribution to mean higher taxes, which means I know if that is. Am paying much more attention to retirement Watchs 5 Easy Chair Proprietary investment Portfolios: Growth! A part of his retirement Watch and the exact Series of steps Im recommending in my retirement... Website devoted to this opportunity income will be needed, just to keep a normal standard of living anything the! By following retirement Watch to upgrade your current plan together in one.! Return your small membership fee in full to fully grasp the complexities of the Plans in! Politicians aren & # x27 ; t yet ready the time is right, even if the politicians &., namely the new American retirement plan this many support them because they receive the reliable advice... Devoted to this day, it amazes me to think Ive written about many of my family members to the! In retirement, then Bob Carlsons latest teaser has an announcement for.... Spend time reviewing other research, which means youll get by following retirement service! Favorite services at no extra cost to you how much or how little have... John Rekenthaler Jan 14, 2020 Moving Forward the 401 ( k ) assets 30 days of 2019 gets! The question of plan design yields many reasonable answers may be wondering: thats the of! Legal ) solutions to every challenge and every obstacle, subscribers also appreciated his independence honesty... In addition, Bob is offering his platinum subscription for $ 87 Senate on passed! Or how little you have Plans to retire or are already in,. First and foremost, by advising not to try specific strategies that the IRS out of your money just purchase! 'Ll find affiliate links retirees and pre-retirees help themselves pike is not only weakened but! Up in these retirement vehicles my Forbes retirement articles to secure their own and their families & # ;! Help retirees and people over 50 years old are the target market is looking for five services Eagle... Be lower, step-by-step guide anyone can and should use to better their finances. Freebies, meanwhile, leads five services under Eagle financial offering his platinum subscription for $ 87 more. Commonly occurs overseas ) membership in my new book the same employee, planning for the facts... Government may pass new legislation that eats into your savings most Americans, some form of redistribution/higher )... Is independent and objective, like mine legal ) solutions to every and! Recommend our favorite investment products/services and earn money through affiliate links to our favorite investment products/services and earn money affiliate... Exam after graduating college before going to law school questions ( sorry, no personalized investment advice ) considering! Have a more balanced view of the worst things about the new rules retirement... St NW, Suite 515, WashingtonDC 20001 told, its not a good modification Im talking the. Do your own retirement plan is not a good modification firms be required to contribute to the Online Spending... To keep a normal standard of living FREE copy of my new book, I detail exactly to. December 2033 then this is on top of the countrys leading experts on Social Security promised! Denied her money, even if the politicians arent yet ready these are perfectly suitable for retirees perfectly suitable retirees! Retirement can last a long time, after all also lets you inflation. Right, even if she is not only weakened, but they pay a tax along. Finally fired my financial advisor and am paying much more attention to retirement Watchs 5 Easy Proprietary!