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.

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Most people, especially those with at least modest wealth, have engaged in some estate planning. Yet few people...

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Last week, I delved into my list of questions from retirees, or those nearing retirement, in order to...

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Being "America's #1 Retirement Expert" (Credit to my publisher for that title) is by no means an easy...

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Should more of your retirement income come from annuities? For many of you, part of your retirement income...

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Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey...

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Retirement planning expert Bob Carlson shares tips on how to maximize your stretch IRA benefits.

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Retirement planning expert Bob Carlson explains the term "Beneficiary" in a stretch IRA.

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Retirement planning expert Bob Carlson shares with us the importance of having a supply of emergency retirement cash.

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Retirement planning expert Bob Carlson shares his view on how you should prepare for possible upcoming tax changes.

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Retirement planning expert Bob Carlson continues his guide on how to have successful estate planning.