Financial Advice for Retirement, Social Security, IRAs and Estate Planning
Estate planning uses a wide range of terms. As a result, it is crucial that an individual understand the meanings of the terms to fully grasp the estate plan that is recommended and what it will do. An estate plan is created to ensure that you are taken care of the rest of your life […]
There was a time when tax reduction was the main focus of most estate plans, even for middle class families. Back then, before the 2001 tax law, the estate tax was imposed on estates worth more than $600,000. The estate tax captured many middle class people if they didn’t plan to reduce the tax. Even […]
Hi Bob Carlson here, I’m a former certified public accountant and attorney that has devoted the past 15 years of my life to providing individuals the knowledge to better maximize their retirement finances. I have served on the Board of Trustees of the Fairfax County Employees’ Retirement System since 1992 and been the chairman since […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
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Bob Carlson gets it. He is an expert because he takes the time to learn his craft. He is a true financial guru because he has the unique ability to effectively communicate his knowledge with his readers through one of the absolute best newsletters in the country. I continuously recommend Bob Carlson’s Retirement Watch to my clients.— David P., Gilbert, AZ
I greatly enjoy your Retirement Watch newsletter. Over these many years I have gleaned several helpful estate and investing suggestions with the most recent one being in your July, 2017 edition.
My little estate is nearing the $5.5M valuation, and I read on page 2 your suggestion that such size estates may want to consider stepping up their early gifting so as to possibly avoid any estate tax law changes.
That suggestion struck a chord, and so I have just completed a $227,000 (5% of my estate) early gifting program for 27 family and friends. With my successor trustee’s approval, that represents a potential $100,000 in avoided estate taxes at the 40% rate.
God and the economy willing, I expect to recoup that gifted amount within the next 36 months, and depending upon future estate tax laws, I hope to gift another $500,000 when I reach the $6M threshold.
Thanks for the clear and concise estate and retirement information. Again, my heirs and I have greatly benefited from your vast well of knowledge.Flames of War 15 mm, 1 144 Scale, British HORSA Glider Aircraft (set of 2) — Warren W. , San Jose, California
Bob Carlson taught me the breadth and depth of what I don’t know.
That’s why I recently renewed my subscription.Mewtwo EX 61 162 EX Breakthrough PSA 10 Gem Mint Holo Rare Pokemon Card — Malcolm W. B., Grahamsville, New York