Its helped me earn over $300,000 in the last 12 months alone: Go here to see my no.1 recommendation for making money online, RECOMMENDED: Go here to see my no.1 recommendation for making money online. PAGE 62, How To Practically Guarantee You Never Out-Live Your Money in RetirementPAGE 9, The Surefire Way To Get 76% More on Your Social Security PayoutsPAGE 136, How To Get Paid Monthly or Quarterly Using my Retirement Paycheck PortfolioPAGE 35, How to Collect TAX-FREE Payouts, Every Month for LifePAGE 68, The New American Retirement Plan Method for Best Managing Your IRAs and Roth IRAs (Once Youve Accumulated It)PAGE 98, 3 Changes Every American Should Consider for their Estate Plan No Matter How Much Money You HavePAGE 143, Mutual Funds Tax Secrets that 99% of Americans Know Nothing AboutPAGE 97, The Dos & Donts of IRA InvestingPAGE 72. The Social Security Trust Fund runs out in 2034. But I also spend time reviewing other research, which means I know if that research is independent and objective, like mine. It assumes that that Congress will adopt a bolder approach, as with (say) the Tax Reform Act of 1986. I am the editor of Retirement Watch, a monthly newsletter and web site I founded in 1990. Of course, Congress never passes a bill thats painful for citizens. Now is the time for change. You have landed on an article that is reserved for paidRetirement Watch subscribers. There are also practical tips on spending your money given your circumstances as seniors and retirees.As you can see, this is an advisory that has great potential to help a specific vulnerable sector. So, you will only receive a free copy of his book once youve chosen your preferred membership plan. I have found such a level of personal service and guidance to be very rare in the world of financial newsletters that I have subscribed to over the years. He says there will be a massive additional tax when we take from our 401K, IRA, and Roth IRA accounts. If true to its mission, it will be a valuable ally for retirees. Look at what The Wall Street Journal reported, and I quote: this new law upends 20 years of retirement planning and sticks it to the middle class., The online media outlet Salon confirmed this: If you thought it was a safe bet to put your money into retirement plans over the span of your career for estate planning, think again.. A writer and researcher, Phil enjoys exploring topics about finance, investments, and consumer behavior. The first is the time bomb in your IRA that starts ticking the minute you retire. A free copy of Bob Carlson's "New American Retirement Plan" One year's worth of Retirement Watch monthly online issues Cost and Refund Policy Bob currently is offering a discounted price for his platinum subscription that he claims is worth $897.75. David Phillips is a highly regarded estate planner with 42 years experience. The dying woman should not be denied her money, even if she is not yet 65. Besides getting a free copy of the book, joining the newsletter exposes you to strategies that can enable you to sidestep Congresss new laws that are designed to take more from you in taxes while shrinking tax benefits provisions. The section on the website devoted to this is rather short. According to Eagle Financial, Bob Carlson is a reliable retirement guru. Carlson's training was initially on accountancy and law. And in 1989, I founded the Center for Retirement Security, as a research and collaboration vehicle for retirement finances, investments, taxes, and estate planning. One U.S. This is just the beginning, folks. As a result, he says that people continued to listen to him and his financial advice. David Phillips is a noted estate planner and bestselling author, and he calls it: the biggest tax to hit your estate since 1913.. So, is Bob Carlson's Retirement Watch a scam? Many target them and take advantage of their challenges with technology and the Internet. In fact, they add that their investment advice led regular people to achieve financial success and independence. Many are inquiring if Bob Carlson's Retirement Watch is a scam. Along with your copy of the NEW AMERICAN RETIREMENT PLAN, Im also going to give you these 9 Special Reports from my members-only library. And if youre not ready for the effects of this damning new law, the government is going to take a much bigger chunk of your retirement money. Since 1995, Ive had the privilege of serving as Chairman of the Board of Trustees of the Fairfax (Virginia) County Employees Retirement System. He says that he wrote the book because almost all studies and surveys were showing that the biggest fear retirees have is running out of money during retirement. 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. While finishing college at Clemson University, he passed the CPA exam. ), Plus, theres evidence pointing to one of retirees biggest fears coming true. I decided I wasnt meant for the courtroom. And unfortunately, this new law is already at work. Might as well command that each American company investigate the boiling point of water. As per the company, this many support them because they receive the reliable financial advice they expect. Too many people leave tens of thousands of dollars on the table during their retirement years. Those problems cannot be fixed incrementally. In fact, on page 62, Ill tell you the very first move you need to make to save your IRAs and 401(k). It talks about the mounting uncertainty of the stock market on which most retirement plans today hinge and how it may affect Americans financial futures. Those are just a few of the action steps Im recommending in my new book. Heres another example one that may still be affecting your finances: This law was a doozy, and a lot to grasp. And I really dont care which side of the fence you sit on, politically speaking. Verify your identity, personalize the content you receive, or create and administer your account. The truth is, despite the income tax rate cuts from the 2017 tax law, your taxes are likely to increase during retirement. But I read it in its entirety, then told our members all the important changes BEFORE they went into effect. Alternatively, you can buy it on Amazon but, here we are more interested in the former. Thats not why Im sounding the alarm today. In it, youll learn the best ways to defend yourself from this imminent Doomsday event. You see, America has roughly 75 million baby boomers. Im speaking to you today because the U.S. government just enacted the most devastating law Ive seen in my 30-plus years as a retirement expert. Millions of Americans will see an extra tens of thousands hundreds of thousands even millions of dollars taxed away. He also offers a free weekly e-letter called Retirement Watch Weekly through which he gives tips and insights on retirement topics like IRAs, taxes, estate planning, just to mention a few. All at the hands of a ****ing new U.S. law, enacted in the last days of 2019. 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. There continues to be a whole lot of confusion over the number of benefits when to take them and how to maximize them. It seems like the guy disagrees with how Carlson presents his information. You see, most people regardless of their education level fail to fully grasp the complexities of the Social Security system. If you are not satisfied with the service, you may call the company. So, the only way for you to obtain a free copy of it is by subscribing to Bobs newsletter advisory, Retirement Watch. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. And by the time the Roth IRA became law in 1997, retirement savers acquired yet another way to prepare for their golden years. With this book, you can explore various ways in which you can protect your retirement savings as you seek financial security. It incorporate all issues of his newsletter, his video webinars, and his premium reports and white papers. The study also shows that 63% of Americans are unprotected from retirement and they have no source of lifetime income outside Social Security (pension plans or annuities). The New American Retirement Plan The time is right, even if the politicians aren't yet ready. I take 40 different investment newsletters, and Retirement Watch is the first one I read every month. So we do not really have other information to verify its accuracy. He trained as an accountant and attorney. Subscribers of these services provided their comments on a rating platform, some were good, some were bad. that could change your retirement plans inThe 401 (k) system has reached its limit. To protect as many of my family members, friends, readers, business associates and regular investors from the devastation thats coming. By arming Americans with the most up-to-date information, strategies and tactics to get the absolute most out of their retirement. Not only does this Boston Globe piece hit on retirees biggest fear outliving their savings. Probably more than a few times. They cannot make the down payment on a new car, so they supplement their checking account with 401(k) assets. Not only that, you will continuously get portfolio updates. However, we have not seen a corroboration for Carlson's statements as of this writing. Independently owned and not on anyone's payroll, here at Green Bull Research we do our darnedest to shed some light on the misleading investment opportunities out there. It oversaw $42 billion in assets. So I know a thing or two about retirement finances. But doe sit employ fearmongering, a device often used by scammers? On these calls, he allows you to ask your retirement questions and he updates you on the most important retirement news of the day, along with updates to the portfolios. Aside from Retirement Watch, he also offers Retirement Watch Spotlight, a monthly video series. Or on the other hand, if theyre working with Wall Street to help it get more of your nest egg. To tie everything up, he also came up with Lifetime Retirement Protection Program. What weve found is that most retirees dont have this information, so they pay too much out of their own pockets for medical care. When you join Retirement Watch, here is what you get as a member: This newsletter is all about showing you how to hold on to your retirement savings as much as possible. A few months ago I had the good fortune of interviewing one of the countrys leading experts on Social Security reform. After all, if agreement cannot be reached, we can simply retain todays rules. Malaysia drops every defined-contribution participant from the private sector into one highly diversified fund, Employers Provident Fund. Im doing this because Im convinced the strategies laid out in its pages will help Americans save their retirement finances in a multitude of ways. All rights reserved. How to permit competition without the investment menu becoming larger than the wine list at Berns Steak House (110,000 bottles within the restaurant, more yet across the street)? We will be talking about Carlson and his services in the next sections. After reading, we encourage you to share our review with your friends and family so they can learn from it, too. Youll even get to keep your copy of my book, the NEW AMERICAN RETIREMENT PLAN. He also updates various special reports. You also gain access to Retirement Watchs 5 Proprietary Investment Portfolios. Including easy-to-employ strategies, techniques, and action steps you can take today to put a shield around your wealth and get the most out of your retirement. Members-only LIVE Conference Calls. Activities Calendar; Gym Schedule; Information. There's nothing sober about being afraid. January 2023 Newsletter- written by Bob Carlson of Retirement Watch, America's leading personal finance and investing website for Seniors . Wed like to share more about how we work and what drives our day-to-day business. However, we also know how some in the investment research industry have not been kind to seniors. A Roth 401K plan allows tax-free withdrawals. And unfortunately, Bob states that this law wont be the last law Congress will implement regarding this law. Plus, it comes with several bonus reports that will help you make better decisions as you plan your retirement. Then showed it all to my readers and explained that things have changed A LOT. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. 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. Retirement Education Series that teaches you how to manage your retirement account. Instead of helping them, they exploit the challenges they face with technology. So it goes without saying, youll need to revise your plan. Carlson says he gives the kind of assistance you can rely on to reclaim control of your future. 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. So the approach is wise and appropriate. SECURE aims to increase retirement savings in a number of ways. One of the biggest myths about retirement is that your taxes will be lower. 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