INCOME, RETIREMENT, STRATEGIES

Robert Carlson

Editor,

Retirement Watch

  • Editor of Retirement Watch Since 1991
  • Author of Several Books & Contributor to Forbes
  • Chairman Fairfax Co. Employees' Retirement System

About Robert

Robert Carlson is editor of the monthly newsletter and website, Retirement Watch. He is chairman of the board of trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He co-authored Personal Finance After 50 for Dummies (with Eric Tyson). Previous books include Invest Like a Fox...Not Like a Hedgehog and The New Rules of Retirement.

Robert's Articles

This is not a good time for investors seeking income to reach for higher yields. Rising interest rates and the possibility the Fed might trigger a recession increase the risk of many high-yielding investments, explains Bob Carlson, editor of Retirement Watch.
At this point in the investment cycle, we want to retain exposure to stocks — but with flexible managers who can focus on pockets of the markets, reduce stock exposure and even sell short or hedge at their discretion, suggests Bob Carlson, editor of Retirement Watch.
It is time to reduce the risk in our portfolios and increase the margin of safety, cautions Bob Carlson, ETF and mutual fund expert and editor of Retirement Watch.
Global governments are investing more in infrastructure after a long period of underinvestment, observes Bob Carlson, investment strategist and editor of Retirement Watch.

Robert's Videos

Tax increases are the focus in Washington as Congress seeks to pay for the money it spent during the pandemic, and the trillions of dollars it wants to spend in the future. But many valuable tax strategies aren't going to be touched by Congress. Robert Carlson will review valuable ways to make investments and income tax free, increase deductions, and otherwise shelter income from taxes.

Congress and the IRS have been busy recently making a lot of changes in IRAs and the other key elements of your retirement plan. In this presentation, Robert Carlson discusses what you need to know about Stretch IRAs, required minimum distributions, IRA conversions, Social Security's solvency and how it affects you, and much more.
Congress and the IRS have been busy recently, making a lot of changes in IRA's and the other key elements of your retirement plan. In this presentation, Bob Carlson discusses what you need to know about Stretch IRAs, required minimum distributions, IRA conversions, Social Security's solvency and how it affects you, and much more.
Robert Carlson, retirement planning expert, explains the Secure Act and how it could affect your retirement planning.



Robert's Books

Robert Carlson

The New Rules of Retirement: Strategies for a Secure Future

Robert C. Carlson uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. You'll learn how much you really need to save for retirement, how to invest that nest egg before and during retirement, and how to establish a wise and sustainable spending strategy. 
Robert Carlson

Personal Finance After 50 For Dummies

Numerous life changes come with the territory of getting older—as we're reminded every day by anti-aging campaigns—but one change the media doesn't often mention is the need for a shifting approach to personal financial management. Personal Finance After 50 For Dummies, 2nd Edition offers the targeted information you need to make informed decisions regarding your investments, spending, and how to best protect your wealth.

Newsletter Contributions

Retirement Watch

Published every Sunday and delivered to your email inbox. In each issue, Bob Carlson shares valuable tips and actionable insights on retirement topics like estate planning, taxes, IRAs, and many more.

Learn More
Live Now

Accredited Investors Virtual Expo

August 9 - 11, 2022