November 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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Your Retirement Plan and the New Washington

Come January, Democrats will be in charge all over Washington. They campaigned on a theme of change, and we should expect major changes. The questions are which changes and how will they affect your retirement finances? I will focus on the changes I think...

Published 11-07-2008 12:44 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, taxable gifts, gifts, Carlson, Bob Carlson, wills, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing, market indicators
Building the Family Venture Capital Fund

Most people want to help their children and grandchildren, but they want to provide more than money. One goal is to ensure the future generations are hard-working and productive citizens who have initiative. Another goal is to perpetuate the family's...

Published 11-21-2008 11:12 AM by Bob Carlson
Why Most Estate Plans Fail

A large percentage of estate plans fail to achieve one or more of their goals, and many of them fail for a surprising reason. In past issues of Retirement Watch I have discussed the ways trustees, heirs, changed circumstances, and new laws upend estate...

Published 11-18-2008 1:37 PM by Bob Carlson

November 2008 - Retirement Watch

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Have You Seen This?

Your Retirement Plan and the New Washington

Building the Family Venture Capital Fund

Why Most Estate Plans Fail