Prior to becoming an editor for Retirement Watch, Bob Carlson didnt imagine becoming involved in the field of retirement. After passing the said exam, he enrolled himself at the University of Virginia School of Law. So they try their best to save and invest for their future. Cost: $49.95 (for Gold Subscription), $149 (for Diamond Elite Subscription), and a discounted price of $87 (original price $249, for Platinum Subscription), Maximizing your social security benefits to receive up to 76% more on your monthly payouts (page 43), Ways in legally offsetting the spiraling costs of long-term care (LTC) medical expenses and save possibly tens of thousands of dollars (page 182), Creating a monthly (and tax-free) income stream that will last the rest of your life (page 77), Ways to guarantee that youd retirement money (page 9), A method for you to receive 76% more on your social security payouts (page 136), How to receive payments every month or quarter with the aid of your retirement paycheck portfolio (page 35), Collecting payouts that are free of tax monthly for the rest of your life (page 68), The New American Retirement Plan to manage your IRAs and Roth IRAs (upon accumulating them (page 98), Three changes you should take into consideration for your estate plan (page 143), The Dos and Donts of IRA Investing (page 72), The end-around maneuver to avoid congress catastrophic new retirement law (page 62), A free copy of Bob Carlsons New American Retirement Plan, Retirement Watch Hotlines that deliver the latest news that could affect your retirement plan, Exclusive Live Conference Calls for Members, Gain access to Retirement Watchs Portfolio updates, Unrestricted access to Retirement Watchs official site, Gain entry to their Special Library of Watch Lists, Have access to essential links comprising helpful information regarding your retirement plans, Gain access to the sites Online Retirement Spending Calculator, Get your hands on Retirement Watchs Ongoing Retirement Education Series, One years worth of Retirement Watch monthly online issues, Nine free bonus reports from the Retirement Watch, The same nine free bonus reports included in the platinum subscription. But again, these are just words. He says it all has to do with a new law theyve enacted, that is set to significantly reduce the value of things like 401(k)s, IRAs, Roth IRAs, and pensions. It basically comes as a free bonus for joining the newsletter. He also offers an exclusive service called Lifetime Retirement Protection Program that provides members with the tools and knowledge they need to maximize their retirement finances. Should you subscribe to it? Overall, the rating is 3.5 stars. He was a on the Virginia Retirement Systems Board of Trustees. This book was created as a response to the numerous emails he received on questions regarding IRS regulations. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. __CONFIG_colors_palette__{"active_palette":0,"config":{"colors":{"eb2ec":{"name":"Main Accent","parent":-1}},"gradients":[]},"palettes":[{"name":"Default","value":{"colors":{"eb2ec":{"val":"rgb(31, 97, 27)","hsl":{"h":116,"s":0.5645,"l":0.2431,"a":1}}},"gradients":[]},"original":{"colors":{"eb2ec":{"val":"rgb(57, 163, 209)","hsl":{"h":198,"s":0.62,"l":0.52,"a":1}}},"gradients":[]}}]}__CONFIG_colors_palette__, {"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}. Since 1992, Mr. Carlson has been on the Board of Trustees of the Fairfax County Employees Retirement System and has served as chairman since 1995. The change in question includes increasing the tax charges for taking your retirement money out. That solution is imperfect, because it rewards those who least need assistance--those who work at thriving, profitable businesses--but it certainly is workable. How we use your information depends on the product and service that you use and your relationship with us. Anyway, Bob has formulated a 190-page book entitled the New American Retirement Plan due to everything mentioned above. (All You Need to Know), Tim Plaehns Dividend Hunter: I Tried It, Heres My Review, Oxford Income Letter Review: I Tried It, Heres What I Found. Meanwhile, commenter "wily old owl" says this about the advisory: The review reiterates Carlson's trait as an even-handed editor. There's nothing sober about being afraid. Carlson shows you that retirement has changed and will Aside from Retirement Watch, he also offers Retirement Watch Spotlight, a monthly video series. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. After reading, we encourage you to share our review with your friends and family so they can learn from it, too. My name is Tim McKinlay, and I'm the founder of Affiliate UNguru. Name: Retirement Watch Investment Director: Bob Carlson Publisher: Eagle Financial Publications Website: www.eaglefinancialpublications.com and www.retirementwatch.com Service: Monthly newsletter Cost: Platinum - $87 (from $249), Diamond Elite - $149, Gold - $49.95 Everyone wants a secure retirement. Should it be zero? So, you will only receive a free copy of his book once youve chosen your preferred membership plan. According to him, the government wants to take away your hard-earned money. 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. Add up to $37,000 to a tax-free retirement account every year, Increase your monthly Social Security payouts by up to 76%, Your 20-Minute Estate Plan: Building a Lasting Legacy, IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties, Cashing in on Congress $350,000 Retirement Shocker, Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid, The Truth About Annuities: and How to Make Them a Lifetime Stream of Income, Keep Your Nest-Egg Safe From the IRS Money Grab, How to Insure Your Way to a Rock-Solid Retirement, How to Inflation Proof Your Nest Egg With ETFs, Personal Finance After 50 for Dummies (with Eric Tyson). They include Retirement Paycheck, Balanced, True Diversification, Income Growth, and Sector. 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. The publisher says that the editor is among the country's most trusted financial gurus. He has served on the board of trustees of the Virginia Retirement System. We believe subscribers deserve to know more details, including evidence. Other countries learned from its example. He has helped oversee and manage some of the most important retirement portfolios in America, and from what I understand, he still does. I've researched 100s of stock advisories since, and there's still only one service I recommend. Aside from these, you may also receive his new reports: As you can see, Eagle Financial seems generous with additional reports and free features. These products and services are usually sold through license agreements or subscriptions. These accounts are tax-advantaged because you are not taxed until you withdraw the money. The system has more than $4 billion in assets. Those problems cannot be fixed incrementally. And it doesnt matter how little or how much you have in total. He also takes note of Carlson's insights on tax laws. His advice has helped tens of thousands of people for more than a decade. It enables individual to pay student loans using 529 plan money. Moreover, he claims that the government appears to have been planning this for some time. Not to mention, a bunch of bonus reports covering different opportunities to both save and grow your wealth for retirement. Theres more to it than just the monthly newsletters though. And besides providing independent research regarding financial and retirement concerns, he also became a part of the Fairfax County Employees Retirement System Board of Trustees in 1992. As always, you should do your own research before making any decisions regarding anything mentioned here. Based on what Bob Carlson talks about in the presentation, it appears hes referring to The SECURE Act (or the Setting Every Community Up for Retirement Enhancement Act). From 2001 to 2005, he also became part of the Virginia Retirement Systems Board of Trustees. He has done this by coming up with the best possible content that addresses retirees' concerns. Always do your own research before making any decisions regarding anything mentioned on this site. I think the book has common sense investment strategies and actionable tips but I dont think it will solve everything. The Gold subscription costs $49.95 and gives you 12 months of access to the Retirement Watch newsletter, as well as access to Bob Carlsons book The New American Retirement Plan. In fact, another comment even said that Retirement Watch is also apt for people in the middle of their careers. Among the topics Carlson covers are social security, estate, and annuities. Retirement Education Series that teaches you how to manage your retirement account. As stated on the order form, Bob is offering his platinum subscription for $87. Bob immediately took the CPA examination upon finishing his undergrad at Clemson University. The solution to all these problems is straightforward: a single national retirement plan, shared by all workers. A writer and researcher, Phil enjoys exploring topics about finance, investments, and consumer behavior. However, some common-sense information regarding investment retirement plans should be easily found through other mediums. Product Details Retirement Watch This site is protected by reCAPTCHA and the Google Recommended: Go here for my no. Meanwhile, "Invest with the Winners Trading Strategy: ETFs" has 71.72%. Could it be that they now solely bank on the brands of Carlson and Retirement Watch? There has been significant progress. With the firm's help, people achieve various financial and retirement goals. Bob Carlson says that Congress (even in state and local governments) is always passing laws to increase tax rates thus impacting your retirement plans and his book helps you protect your nest egg. This is a relatively new legislation that (mostly) went into effect on January 1, 2020. Each newsletter is published on a monthly basis and delivered straight to your email inbox and is designed to cover the most important, relevant, and timely retirement topics. This process would occur invisibly for firms that use outside payroll services, and would require an initial setup for the rest. The Gold subscription entitles you to receive a copy of his book, The New American Retirement Plan, and monthly newsletters. The time is right, even if the politicians arent yet ready. For Travis Johnson of Stock Gumshoe, it's just "speculative fearmongering." It incorporate all issues of his newsletter, his video webinars, and his premium reports and white papers. You may find answers here. Moreover, the cancellation process took a while, which was a huge hassle. A Roth 401K plan allows tax-free withdrawals. Under the new law, the old rules will no longer apply. But he is the real deal. There are three membership tiers with Retirement Watch (Gold, Platinum, and Diamond Elite). Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. These so-called financial heavyweights are Dr. Mark Skousen, Bob Carlson, Bryan Perry, Jim Woods, and Jon Johnson. Carlson says he gives the kind of assistance you can rely on to reclaim control of your future. Or, rather than a government-managed solution, one could create a plan that consists solely of private providers. The New American Retirement Plan is a new 192-page book about protecting your retirement nest egg from Congress new law. Since he was unbiased, he could say what he needed to say without fear of anything. If true to its mission, it will be a valuable ally for retirees. *This website is supported by our viewers. The market may go against you and the government may pass new legislation that eats into your savings. 12 monthly issues of Bob Carlsons Retirement Watch (newsletter issues). This, in turn, affects the money your inheritors will receive. On top of all this, you also get some bonuses depending on which page you join through and which membership option you choose. Hope you enjoyed the article! Read our editorial policy to learn more about our process. In its pages, I show you everything from how to maximize your Social Security benefits including getting up to 76% MORE on your monthly payoutsPAGE 43, To how to legally offset the spiraling costs of long-term care (LTC) medical expenses saving potentially tens of thousands of dollarsPAGE 182, To creating a monthly (and tax-free) income stream to last the rest of your life. 12 monthly issues of Bob Carlsons Retirement Watch (newsletter issues). He has been offering advisory financial services and writing about low cost investment options. The headline reads Retired Americans Are About To Take One on the Chin and, in the presentation, Bob says that the U.S. government is coming for your retirement money. From there, Bob had thought that he had set his path in becoming an adviser and tax lawyer. Carlson's training was initially on accountancy and law. In fact, they add that their investment advice led regular people to achieve financial success and independence. You're welcome. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Conclusion The United States largely invented defined-contribution investing. Its going to cost you more to tap into your retirement funds. We will be talking about Carlson and his services in the next sections. Not only does the 401(k) structure force companies to take unwanted actions--and spend unwanted monies--but it mandates waste. Depends on the Virginia Retirement Systems Board of Trustees of the Virginia Retirement Systems Board of.! 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