Retirement Planning and Investing

Read about key developments in the United States and elsewhere that are most relevant to investors interested in retirement planning and investing.

Three Ways Emotions Affect Traders

Three ways emotions affect traders were explored in a survey that found differences in how people in various...

Roth IRA Conversion Calculator for Investors Highlighted

Roth IRA conversion calculator for investors is a proprietary creation of retirement expert Bob Carlson, who designed the...

How You Can Retire Sooner With More in the Bank

Imagine turning 55 years old. You’ve got $1,000,000 saved for retirement with a goal of $2,000,000. Two choices...

What Are the Key Threats Facing Retirees and Future Retirees?

What are the key threats facing retirees is an important topic addressed by retirement-finance expert Bob Carlson in...

How to Become a Retirement Expert

How to become a retirement expert? That’s the question Bob Carlson, a pension fund chairman and head of...

Buying REITs in a Roth IRA

Buying REITs in a Roth IRA is featured in this guide, along with explaining why the two go...

[home with sold sign in front]

A World of Options – Finding Your Perfect Home in the Tropics

This first article in a series about property overseas starts with the basics. For many, a vacation or...

3 Reasons REITs Can Bolster Your Retirement Portfolio

Real estate is a great way to earn constant returns -- but maybe you’re not cut out to...

Do You Have Money to Burn?

“The hardest thing in the world is for young people to save and old people to spend.” --...

retirement income

Retirement Income Investing Selection Factor 7: IRS Form 1099DIV Data

After explaining the core ideas and methods behind the previous six retirement income selection factors, I will complete...