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.
What Are the Key Threats Facing Retirees and Future Retirees?
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
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
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
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 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...
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...
Qualified Charitable Distributions Offer Big Tax Advantages to Donors
Paul Dykewicz reveals how retirees and investors can take advantage of a tax break that also helps a...
Retirement Income Equity Selection Factor 6: Return on Invested Capital
Over the past two articles, I digressed from the discussing selection factors to discuss in more detail the...