A law which, according to Bob, could cut 30% or more off the value of your IRAs, Roth IRAs, 401 (k)s, and even your pensions. These so-called financial heavyweights are Dr. Mark Skousen, Bob Carlson, Bryan Perry, Jim Woods, and Jon Johnson. That is what they are created to do. Which obviously gives you very little time to actually do something about it. Meanwhile, the Diamond Elite plan will give you everything, plus a new report: The New Rules of Estate Planning. We have gathered feedback from Stock Gumshoe and regular investors. The advisory claims to cover everything related to retirement. He also updates various special reports. He is the editor of Investment House Daily, Weekend Wrap Up, Technical Traders Alert, Stock of the Week, and Success Trading Group. While finishing college at Clemson University, he passed the CPA exam. One is if employee participation should be mandatory. Youve paid into this system all of your working life, after all. Its no wonder the people I work with are scrambling to save their retirements. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Conclusion The United States largely invented defined-contribution investing. American workers fell in love with this plan. Part-time . 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. This may be effective in getting subscribers. Everything youve worked for All that money youve put away And the years you spent saving. He says that you need an alternative source of income. A competing version of retirement plan reform was in introduced in the Senate, titled the Retirement Savings and Security Act (RESA) in May. And in 2011, he was assigned to the Deferred Compensation Plans Advisory Committee of the Virginia Retirement System. It assumes that that Congress will adopt a bolder approach, as with (say) the Tax Reform Act of 1986. So the more thought and effort you put into your retirement plan, the better off youre going to be. Bottom line:Im going to rush you a copy of my new book, the NEW AMERICAN RETIREMENT PLAN. 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. A few are simple; others are slightly more complicated. A new study conducted by researchers at Johns Hopkins University found that only 4% of people start collecting Social Security benefits at the most advantageous time. So let me paint you a picture of what this all means. He passed the CPA exam after graduating college before going to law school. David Phillips is a highly regarded estate planner with 42 years experience. Please see our privacy policy, terms of use, and affiliate disclosure to learn more. This necessitates the need for planning beyond the existing structure because thats the best way you can secure you future. Due to his background, he had a perspective that others did not. In 1995, he became the chairman of the said executive committee. For decades, they gave us all kinds of tax incentives to put as much money as we could into retirement accounts. (the newsletter), What you get when you subscribe to Retirement Watch, Agency Reel Is It Legit? Essentially, he says Congress is targeting 401k, IRA, and Roth IRA accounts. The section on the website devoted to this is rather short. But when it happens, youll understand redistribution to mean higher taxes, which means youll get fewer benefits. Do you have concerns about your social security? Like me, David kept close tabs on every formal and nuanced step of this legislation. *This website is supported by our viewers. Online Retirement Spending Calculator. John Rekenthaler Jan 14, 2020 Moving Forward The 401(k) system has reached its limit. Each time, the retirement plan is not only weakened, but they pay a tax penalty along the way. As the local DC Report just published in a scathing piece: Congress Targets Middle-Class Retirement Savings.. A lot of people dream of being happy and secure when they retire. And it will hit just about anyone with money put away in a retirement plan. Im sending you a FREE copy of my NEW AMERICAN RETIREMENT PLAN. Filled with tips and insights from the self-proclaimed retirement expert, the book also addresses government legislation impacting retirees and demonstrates how . He trained as an accountant and attorney. As always, you should do your own research before making any decisions regarding anything mentioned here. However, we also know how some in the investment research industry have not been kind to seniors. He wanted to become a tax attorney and advisor but he enjoyed writing and researching more. Companies run businesses. Because were now at a crisis point for every American whos retired or planning their retirement. Automatic-enrollment programs, default investments, and auto-escalation features have improved the early versions of plans. Heres one of my readers favorite chapters. Moreover, the cancellation process took a while, which was a huge hassle. Lets say youre a 62-year-old who has socked money away all your life. It also lets you estimate inflation more precisely than other calculators, making it less likely youll run out of money in the future. Look at what The Wall Street Journal reported, and I quote: this new law upends 20 years of retirement planning and sticks it to the middle class., The online media outlet Salon confirmed this: If you thought it was a safe bet to put your money into retirement plans over the span of your career for estate planning, think again.. Yet, virtually nobody outside Washington in mainstream America saw this coming. According to the firm, these are among "America's leading investing minds.". I dont know about you, but it all scares the living heck out of me. On page 24 of the NEW AMERICAN RETIREMENT PLAN, Ill show you how to protect yourself from the retiree tax attack. Its goal is for you to have plenty of money by retirement. Brace yourself. So it goes without saying, youll need to revise your plan. Those drawbacks arent the policy groups fault; they work with what they have. I prepared our members for that. In addition, they learn how to preserve and grow their cash. However, it's still up to you since different people have different experiences. Read our review of this daily advisory to know more about this mystery investor. He has been featured in publications like Kiplingers Personal Finance, Money, Worth, the Washington Post, Readers Digest, Barrons, AARP Bulletin, and The Wall Street Journal. In fact, on page 129, I explain the one simple move both individuals AND married couples can take to put an extra $25,000 or more in their pockets. And thats just the first in a series of nefarious plots theyre planning. I also served on the Board of Trustees of the Virginia Retirement System from 2000 to 2005, helping manage a $42 billion pension fund. The question of plan design yields many reasonable answers. However, small businesses often do not offer 401(k) plans, and companies of all sizes struggle with account leakage--assets that employees withdraw before they retire. Access to Retirement Watchs 5 Easy Chair Proprietary Investment Portfolios: Income Growth, Balanced, Retirement Paycheck, True Diversification, and Sector. The Senate on Thursday passed the most sweeping retirement bill since the Pension Protection Act of 2006. The New Rules of Retirement: Strategies for a Secure Future The New Rules of Retirement: Strategies for a Secure Future: Carlson, Robert C.: 9780471683469: Amazon.com: Books Skip to main content .us Hello If you look at the order form, youd notice that youd receive multiple benefits by subscribing to his service. Only this time, its not just your money theyre after. I take 40 different investment newsletters, and Retirement Watch is the first one I read every month. Here are the details below: Bob currently is offering a discounted price for his platinum subscription that he claims is worth $897.75. We will be talking about Carlson and his services in the next sections. Combined, they have over 135 years of experience in the stock market. To pay for retirement expenses. That is why we often see them complaining online. The great retirement blood-letting has begun and it gets even worse in the coming years. Before we get into what the book is about and how you can get your hands on it, lets tackle some basic concepts related to retirement planning that you will encounter in the book. "True Diversification" has 117.45%. Of course, such regulations must be infused with common sense. Besides getting a free copy of the book, joining the newsletter exposes you to strategies that can enable you to sidestep Congresss new laws that are designed to take more from you in taxes while shrinking tax benefits provisions. The subscription comprises of a bunch of benefits, Its backed by Bob Carlsons years of expertise and experience in this sector, You have to subscribe to the Retirement Watch to receive a free copy of the book. But why are there no clear proofs of success? It also reveals a scary statistic from a new Fidelity Investments report: While nearly 200,000 Fidelity clients have amassed at least $1 million in their 401(k) retirement accounts. On the other hand, his Diamond Elite Subscription costs $149, while his Gold Subscription costs $49.95. The bill that steamrolled through Congress has now taken effect with a mandate so crippling. What weve found is that most retirees dont have this information, so they pay too much out of their own pockets for medical care. You deserve to get the most out of it! In other words, you want to pay taxes at todays lower tax rates (or youll be subject to higher taxes later). Ongoing Retirement Education Series. There has been significant progress. At the start of his teaser, Bob immediately makes a public warning issued on behalf of millions of Americans. This announcement apparently bears bad news regarding an attack on many Americans retirement plans. It's not that we have good reason to doubt the editor and publisher. You need to shell out money first in order to receive a free copy of Bob Carlsons New American Retirement Plan.. In short, what the government wants to do is strip the value of your IRA or 401(k) before you can pass it along to your family. Thats almost one quarter of the countrys population. ABOUT. All at the hands of a ****ing new U.S. law, enacted in the last days of 2019. Around 100 people reviewed the Retirement Watch on Stock Gumshoe. Proof of their competence is the trust of their more than 170,000 subscribers. But is it worth it to take out a portion of your money just to purchase this service? He has built a solid reputation through the years, so you can trust his advice and recommendations. As I said, theyre hot on the trail. Based on his research, it's not as controversial as Carlson's claim. As we noted earlier, this makes sense since the editor is also a lawyer. And in a minute, Ill show you how to get a free copy. However, he does concede that due to the deficit, taxes could go higher in the future. Of course, Congress never passes a bill thats painful for citizens. If you dont mind spending to receive a free copy of Bob Carlsons New American Retirement Plan, go ahead and choose any subscription that suits your preferences. This column faces no such restraints. Still, The best, most useful financial advice newsletter that I get., Ive given Retirement Watch subscriptions as gifts to five different people, because its THAT good. You wont find it on Amazon, or on the retirement shelf of your nearest Barnes & Noble. With your book in hand and my monthly Retirement Watch advisory you and your family will be in good hands. If youre currently already receiving Social Security benefitsthe likelihood is that nothing changes (full benefits). Ill show you how to protect your money but ALSO how to grow your money substantially. You gain access to new ideas on how to manage your retirement account. You access everything from a central place. However, if politically unfeasible, my proposal is operationally realistic. Automatic-enrollment programs, default investments, and auto-escalation features have improved the early versions of plans. Read tips in the newsletter. Access to the Retirement Watch Private Website. Its helped me earn over $300,000 in the last 12 months alone: Go here to see my no.1 recommendation for making money online, RECOMMENDED: Go here to see my no.1 recommendation for making money online. In my new book, I detail exactly how to keep the IRS OUT of your retirement accounts. You name it. The 401 (k) system has reached its limit. PAGE 62, How To Practically Guarantee You Never Out-Live Your Money in RetirementPAGE 9, The Surefire Way To Get 76% More on Your Social Security PayoutsPAGE 136, How To Get Paid Monthly or Quarterly Using my Retirement Paycheck PortfolioPAGE 35, How to Collect TAX-FREE Payouts, Every Month for LifePAGE 68, The New American Retirement Plan Method for Best Managing Your IRAs and Roth IRAs (Once Youve Accumulated It)PAGE 98, 3 Changes Every American Should Consider for their Estate Plan No Matter How Much Money You HavePAGE 143, Mutual Funds Tax Secrets that 99% of Americans Know Nothing AboutPAGE 97, The Dos & Donts of IRA InvestingPAGE 72. To protect your nest egg your IRA, Roth IRA, and 401(k), you need to act now. They will issue a refund, and you may keep everything you have already received. Jim Jordan (American politician) James Daniel Jordan (born February 17, 1964) is an American politician serving as the U.S. representative for Ohio's 4th congressional district since 2007. As a result, he says that people continued to listen to him and his financial advice. Aside from his research, he also offers a wide array of special reports and books. IRS Section 401(k) started American defined-contribution investing. The New American Retirement System: a $2,000,000 Tax-FREE Wealth Reserve(TM) - Kindle edition by Keppel, Dan . A plan that meets the needs of one sponsors employees will also meet the needs for the next. What do you think about this tactic? To protect as many of my family members, friends, readers, business associates and regular investors from the devastation thats coming. Sure. Not when faced with Social Securitys trust fund running out in 2034. [Unbiased Review], It raised minimum age for required minimum distributions to 72 years (previously 70.5 years), It allows workers to contribute to traditional IRAs even when they surpass 70.5 years (including employer related retirement plans). In addition, he also has a free e-letter called Retirement Watch Weekly. Fortunately, Ive identified a handful of solutions. Copyright 2023 Morningstar, Inc. All rights reserved. Automatic-enrollment programs, default investments, and auto-escalation features have improved the early versions of plans . So if you want to save your retirement account and keep the IRS from confiscating 30% or more of it. [Honest Review], Is Bullseye Trades Legit? And if youre not ready for the effects of this damning new law, the government is going to take a much bigger chunk of your retirement money. Ive made it easy for you to ask me your questions directly through my LIVE conference calls (more on that below). On the Retirement Watch website, Bob Carlson writes articles about: Retirement Planning Often, much time is spent evaluating the assumptions. SECURE aims to increase retirement savings in a number of ways. BOB CARLSON is editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight , and a weekly free e-letter, Retirement Watch Weekly. And what Ive just described isnt even the most urgent news! Please log in again. Who Is Bob Carlson? Kind regards,Bob CarlsonEditor, Retirement WatchFounder, The Center for Retirement Security. I finally fired my financial advisor and am paying much more attention to Retirement Watch., Bob Carlson gets it. As a result, they end up subscribing to shady services. At a time when American retirees need it most, before this new law nicknamed the SECURE Act wreaks havoc on millions of unwitting U.S. citizens. Due to this announcement, you might immediately look up details about his so-called new retirement plan. So focus on the newsletter itself, whether you can trust the editor and his recommendations in helping you craft your retirement plans. There's nothing sober about being afraid. Only you can answer this based on our discussion. The investment gurus' unrivaled experience will ensure that you can get the largest gains the world's markets have to offer. Even Carlson advocates for objectivity. Immediate Access to the Retirement Watch Private Website. Terms of Service apply. He wanted to become a tax attorney and advisor but he enjoyed writing and researching more. I was wrong. The New Rules of Retirement The New Rules of Retirement serves as the cornerstone of my work. The freebies, meanwhile, include his book, The New American Retirement Plan. People can look out for each other through their thoughts, experiences, and analyses. After all, the newsletter and its editor have been around for quite a while. 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. And it doesnt even matter how much or how little you have. In the 42 years since IRS Section 401(k) was crafted, the rest of the world has spent millions of man-hours studying ways to improve up on the original model. A 401K is a retirement account offered by many employers that allows automatic payroll withholding. However, many advisory companies take advantage of them. It could literally SAVE YOUR RETIREMENT a hundred times over. I was wrong. They dont want to see everything theyve worked for taken away. A few years later in 1978, the 401(k) was established. The part that undermines and undercuts your hard-earned savings. Interestingly, Carlson is also an instrument-rated private pilot. And if its NOT covered on the pages of my newsletter and website, Or if you have a specific question regarding your retirement plan. But you know how we are thorough about such claims. The New American Retirement Plan. Which is why Im sounding the alarm to let as many people know that the TIME IS NOW to revamp your retirement plans. Beginning with the 7 end-around tactics you can use to dodge Congress new law and help keep the retirement funds youve worked so hard to save. This set includes titles like Cashing In on Congress $350,000 Retirement Shocker and The New Rules of Retirement. They want you to read the headline. That's the beauty of such a setup. This new law is set to significantly reduce the value of your 401(k)s your IRAs (yes, even your Roth IRAs) and even your pension, if you have one of those. Thats money Uncle Sam gets to keep for himself. And of course, you are granted to receive more benefits depending on the type of subscription you availed. Join our list and we'll let you know when we expose investment teasers for FREE. He says that the new laws being passed are only going to make matters worse because they will take a bigger chunk of your retirement money. A commenter added more to Johnson's observation: Those are some harsh words right there. Meanwhile, commenter "wily old owl" says this about the advisory: The review reiterates Carlson's trait as an even-handed editor. As stated on the order form, Bob is offering his platinum subscription for $87. But for him, there are "no specific tax increases on retirement withdrawals that I know about.". . He has held positions in Fairfax County and Virginia in various capacities. The New American Retirement Plan is a new 192-page book about protecting your retirement nest egg from Congress' new law. Its a monthly advisory (print and online) Ive run for nearly three decades, tracking every issue and event thats critical to retirees. Today theyre putting the screws to us by increasing the tax charges for taking that money out. Now, what I just told you goes against conventional retirement planning wisdom. Dear Retirement Watch Visitor, You have landed on an article that is reserved for paid Retirement Watch subscribers. And fortunately, you can still keep the materials you received in your initial subscription. They lost tax deductions, and it came suddenly, with no warning. It seems like he is offended by Carlson because of his own research. It talks about the mounting uncertainty of the stock market on which most retirement plans today hinge and how it may affect Americans financial futures. So I know a thing or two about retirement finances. Robert C. Carlson, also known as Bob Carlson, is a retirement expert. It eliminated stretch IRA by requiring non-spouse beneficiaries of inherited IRAs to withdraw and pay taxes on all distributions from inherited accounts within 10 years. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. Activities Calendar; Gym Schedule; Information. There are numerous complaints and reports on these. RetirementWatch.com features the most recent newsletter issue, my free special reports, a searchable archive of all past issues and reports, and many other membership perks. The information on greenbullresearch.com is our own opinion based on the research we've done. Im speaking to you today because the U.S. government just enacted the most devastating law Ive seen in my 30-plus years as a retirement expert. Congressman Kevin Brady (R-TX) put it quite bluntly. Called "America's #1 Retirement Expert," Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. It is an exclusive service that "gives members the tools and knowledge to maximize their retirement finances. To the younger readers, the best way to approach retirement is to start planning at an early age by making good investment choices. In fact, he soon found out that he was more interested in research and writing compared to law. But as youll see in your free copy of the NEW AMERICAN RETIREMENT PLAN, conventional wisdom doesnt always pay off. As I said, Im going to send you a copy completely free of charge today. To this day, it amazes me to think Ive written Retirement Watch every single month of every year since 1991. He also offers a free weekly e-letter called Retirement Watch Weekly through which he gives tips and insights on retirement topics like IRAs, taxes, estate planning, just to mention a few. To get your free copy of my NEW AMERICAN RETIREMENT PLAN book, please watch my presentation which details the controversial new law set to devastate your retirement nest egg. Since Carlson has long been in this area, could he be the solution to such a problem? Make sure you read about comments in our Track Record and Reviews section. To prove his expertise, Carlson presents his Retirement Watch Portfolio performance. His "Retirement Paycheck" has a return of 49.47%, and "Income Growth" has 45.46%. Do you believe him and his pitch?
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