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.

Roth IRA Conversion Calculator for Investors Highlighted

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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

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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?

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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

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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

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

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

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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...

capital

Interpreting Return on Invested Capital Information for Retirement Income Investors

I provided a brief definition of Return on Invested Capital and explained my preferred method of calculating the...