October 2008 - Retirement Watch

Independent, objective research on all the financial issues affecting retirement and retirement planning—including investments, estate planning, taxes, IRAs, annuities, insurance, medical expenses, and more.

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Why Most Retirement Investment Plans Are Wrong—Part II

Traditional investment strategies do not work for most retirement investment plans. Those who are in or saving for retirement often fail to meet their goals by following these strategies. There are better ways to manage a portfolio for retirement that...

Published 10-31-2008 12:38 PM by Bob Carlson
Why Most Retirement Investment Plans Are Wrong—Part I

The current financial crisis and market panic demonstrate why most of the investment plans for those in or near retirement are wrong. There are better ways to manage retirement money, but you will not learn about them from conventional advisors and sources...

Published 10-24-2008 1:58 PM by Bob Carlson

Filed under: Bob Carson, Carlson, Bob Carlson, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, investments, portfolios, indicators, market timing, modern portfolio theory, portfolio theory, market indicators, income investing
Maximizing the New Roth IRA Opportunity

The markets created an opportunity for investors to convert traditional IRAs to Roth IRAs. The opportunity will last only as long as the financial crisis lasts and markets are bearish. Investors who converted their IRAs into Roths earlier this year probably...

Published 10-17-2008 6:05 PM by Bob Carlson

Filed under: Bob Carson, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, grandkids, grandchildren, retirement plan, retirement, retirement plans
Finding Higher Returns with Low Risks

Market volatility and uncertainty spur the search for investment alternatives. Index fund investors broke even or lost money the last 10 years, depending on what the markets did in the latest volatile week. The index fund investors did worse than simply...

Published 10-07-2008 7:22 PM by Bob Carlson

Filed under: Bob Carson, Carlson, Bob Carlson, income taxes, financial crisis, insurance, annuities, stock, stocks, equity indexed annuities, stock market

October 2008 - Retirement Watch

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Have You Seen This?

Why Most Retirement Investment Plans Are Wrong—Part II

Why Most Retirement Investment Plans Are Wrong—Part I

Maximizing the New Roth IRA Opportunity

Finding Higher Returns with Low Risks