Categories

Bob Carlson

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  • Economy & Politics
  • Investing
  • Personal Finance
  • Closing The Door To Your Greatest Fraud Risk

    The recent headlines about the theft of tens of millions of personal information files from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed... Read More >>

    Hype About ‘Secret Accounts’ — Exposed

    This week we're going to reveal the facts behind some rather questionable marketing pitches. Have you heard of the Secret 770 Account? The President's Account? What about Banking on Yourself® or Infinite Banking? Becoming Your Own Banker, The Personal Bank... Read More >>

    Winning IRA Strategies For 2015

    Too many people leave money on the table when managing their IRAs. There are a lot of decisions to make, and the wrong choices can result in higher taxes or even penalties. That’s a shame, since IRAs are among the most valuable assets most people own.... Read More >>

    Roth Accounts: Not Only for the Young

    Roth IRAs aren’t very old, but they already spawned some rules of thumb. The most common rule of thumb for Roth IRA is that they’re for relatively younger people. Unfortunately, this rule of thumb is the result of some good research that is distorted and... Read More >>

    Medicare Myths And Mistakes

    Medicare and medical expenses are among the most misunderstood parts of retirement and retirement spending. Many surveys have documented how ill-informed both financial professionals and individuals are on these topics. It’s no wonder that the leading cause... Read More >>

    Reviewing Your Estate Plan Essentials

    You need a complete, up-to-date estate plan now more than ever, regardless of the value of your estate. Estate planning never was all about taxes, though people thought it was back when estate taxes clipped many estates. Because few estates will face a... Read More >>

    Making Smarter Gifts To Family Members

    Giving gifts isn’t as easy as one might think. It’s not easy, that is, if you want to maximize the value and impact of your gifts. Watching every gift is the tax man, looking to take a piece of it. Even if your estate isn’t likely to be taxable, taxes... Read More >>

    Higher Returns on Safe Money Plus Long-Term Care Benefits

    Most of you have a slug of “safe money” on which you’d like to earn a higher return without risking your principal. You also would like to protect your estates from long-term care expenses without the use-it-or-lose-it feature of standalone long-term... Read More >>

    Making Your Most Important Decision

    Selecting the executor of your estate or a trustee is one of the most important decisions in estate planning. We’re going to discuss the factors in that decision. To keep this simple, I’m going to assume we’re talking about selecting a trustee, but the... Read More >>

    Integrating IRAs into Estate Plans

    IRAs are among the most valuable assets in many estates. The right moves can maximize the after-tax value of the IRAs for the objects of your affection. Too often, not enough thought is given to the different ways IRAs can be handled in an estate plan, so the... Read More >>

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