There are three options for you when you subscribe. To ensure you get helpful advice to protect your money, you must subscribe. There continues to be a whole lot of confusion over the number of benefits when to take them and how to maximize them. You see, most people regardless of their education level fail to fully grasp the complexities of the Social Security system. But I read it in its entirety, then told our members all the important changes BEFORE they went into effect. Terms of Service apply. YOU decide which are best for your goals and situation.] Page 77. Here at Retirement Watch, we know when it comes to securing your retirement, its easy to make a mistake. Which means the government wont be able to tap into it anymore. It even touches on housing for seniors and IRAs. Here are the key provisions of the legislation: According to Bob Carlson, it isnt a great law and you need protection from it. Find Out Now, Congress targets middle-class retirement savings, This is Carlson's area of specialization since the 1990s, Service is focused on a specific demographic and their needs, Positive comments on its writing and insights from Stock Gumshoe. However, the features you receive will depend on the package you will pay for. So if you want to save your retirement account and keep the IRS from confiscating 30% or more of it. (Its the first of seven end-around maneuvers you can use to stop the government in its tracks when it comes for your retirement money.). John is quick to point out that while Morningstar typically agrees with the views of the Rekenthaler Report, his views are his own. And by the time the Roth IRA became law in 1997, retirement savers acquired yet another way to prepare for their golden years. They lost tax deductions, and it came suddenly, with no warning. Subscribers also like that his insights exude "cautious optimism." According to him, the governments new legislation is not ideal for retirees. PLUS Your 100% No-Risk Money Back Guarantee. Thats literally trillions of dollars tied up in these retirement vehicles. So the more thought and effort you put into your retirement plan, the better off youre going to be. Page 62, How To Practically Guarantee You Never Out-Live Your Money in Retirement Page 9, The Surefire Way To Get 76% More on Your Social Security Payouts Page 136, How To Get Paid Monthly or Quarterly Using my Retirement Paycheck Portfolio Page 35, How to Collect TAX-FREE Payouts, Every Month for Life Page 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 Have Page 143, Mutual Funds Tax Secrets that 99% of Americans Know Nothing About Page 97, The Dos & Donts of IRA Investing Page 72, The NEW AMERICAN RETIREMENT PLAN goes above and beyond traditional advice, helping solve a lot more of retirements biggest issues like these, The Legal Loophole That Can Pay Down Your Medical Costs Page 103, The Retirement Calendar Checklist:This Simple Strategy Ensures Your Retirement Affairs Are in Order Page 10. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. In addition to the book and the annual membership, you also receive the following special reports for free as a subscriber: Each of them cover an aspect of retirement planning. And youll make sure you have all the facts BEFORE this Retirement Attack takes hold over the next few months. An annual subscription to the Retirement Watch will cost anywhere between $49 (gold subscription) and $149 (Diamond Elite). He has published two books, namely The New Rules of Retirement and Invest Like a FoxNot Like a Hedgehog. So I bit the bullet and launched my very own retirement advocacy newsletter from my home office, and with the help of my wife. Not when faced with Social Securitys trust fund running out in 2034. Eagle Financial Publications' main selling point is its five editors. Again, my heirs and I have greatly benefited from your vast well of knowledge., Retirement Watch is now my one and only investment guide. It altered the most popular retirement plans used in the US and is the most significant retirement-related legislation passed since the Pension Protection Act of 2006. So I know a thing or two about retirement finances. As I said, theyre hot on the trail. I prepared our members for that. Of course, such regulations must be infused with common sense. And the money you can save by following my advice? And what Ive just described isnt even the most urgent news! Its no wonder the people I work with are scrambling to save their retirements. Carlson's shocking headline for his pitch goes like this: What can you say about that? And fortunately, you can still keep the materials you received in your initial subscription. Carlson says he gives the kind of assistance you can rely on to reclaim control of your future. Retirement can last a long time, after all. Only 3 of 420 elected representatives voted NO and 15 reps didnt even bother to show up. You can still keep the materials you receive from the service even upon refunding your subscription. Join our list and we'll let you know when we expose investment teasers for FREE. On these LIVE conference calls, you ask me your retirement questions directly and I update you on the most pressing retirement issues of the day, along with updates on our five investment portfolios. Thats the kind of advice youll get by following Retirement Watch and the NEW AMERICAN RETIREMENT PLAN. I have found such a level of personal service and guidance to be very rare in the world of financial newsletters that I have subscribed to over the years. The advisory also gives insights on Medicare, healthcare, and long-term care. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. I have been a subscriber to Retirement Watch since 1997. In fairness, the service received good comments from subscribers. Proof of their competence is the trust of their more than 170,000 subscribers. Heres one of my readers favorite chapters. 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. You simply cannot risk your life savings by not acting. Since Carlson has long been in this area, could he be the solution to such a problem? One was about the barrage of upselling. He produces a monthly video series called Retirement Watch Spotlight and in each issue and video, he offers what he thinks is independent and objective research on the financial aspects of retirement and retirement planning. That includes your 401(k)s traditional IRAs even your Roth IRAs. However, some common-sense information regarding investment retirement plans should be easily found through other mediums. A lot of people lost money. The second is how to protect your lifetime income stream. David Phillips is a highly regarded estate planner with 42 years experience. Whats more, you want to extend your retirement savings to your loved ones after you pass on. Morningstars Top Minimalist Fund Picks To Simplify Your Retirement Is It Ever A Good Idea To Hold Company Stock In A 401(K)? However, it's still up to you since different people have different experiences. You may find answers here. If your moneys in a 401(k) theyre coming for it. Gear advertisements and other marketing efforts towards your interests. First and foremost, by advising NOT to try specific strategies that the IRS wouldnt allow. From there, Bob had thought that he had set his path in becoming an adviser and tax lawyer. It has fast-paced weekly trading services as well as monthly research advisories. They have to come for your money a cash grab of the highest order. Most people begin taking benefits as soon as they can at age 62. Its hatchet job number one in a string of similar actions Congress has planned to seize more and more of your retirement nest egg. Not only that, you will continuously get portfolio updates. They include Retirement Paycheck, Balanced, True Diversification, Income Growth, and Sector. He says that he wrote the book because almost all studies and surveys were showing that the biggest fear retirees have is running out of money during retirement. The 401 (k) system has reached its limit. What weve found is that most retirees dont have this information, so they pay too much out of their own pockets for medical care. Upon subscribing, you will be receiving an issue of Retirement Watch. 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. Might as well command that each American company investigate the boiling point of water. Just 1,500 feet away from my 5th floor office at The Center for Retirement Security. On these calls, he allows you to ask your retirement questions and he updates you on the most important retirement news of the day, along with updates to the portfolios. 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. When you subscribe, you will commit fewer errors, especially regarding rules. Looking for a review of the book called New American Retirement Plan? Neither is there logic nor justice in providing the employees of giant corporations with plans that, by and large, use extremely cheap funds, while those who labor at small firms typically are offered high-cost plans at best, and no plans at worst. One of the worst things about the new tax law? And thats just from one side of the aisle. You may also get his five-volume set called The Ultimate Retirement Library. The ones with the highest cumulative returns are "Sector" (292.90%) and "Balanced" (264.04%). Heres what you need to know about this financial advisory below. It is not. However, we also know how some in the investment research industry have not been kind to seniors. David Phillips is a noted estate planner and bestselling author, and he calls it: the biggest tax to hit your estate since 1913.. A few are simple; others are slightly more complicated. Not in MY America!, How can the government break its promise to me, after all the work Ive put in to save for my retirement?, If only I had paid more attention, I couldve kept my nest egg kept more of my money for retirement for my kids and their kids., And by the time the final stage acceptance strikes. A few years later in 1978, the 401(k) was established. SECURE aims to increase retirement savings in a number of ways. 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 Members-only LIVE Conference Calls. Even Carlson advocates for objectivity. Hes also a trusted friend. So if you decide you want a refund at Day 29 for any reason whatsoever Ill promptly return your small membership fee in full. Activities Calendar; Gym Schedule; Information. [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). Three unique, tax-advantaged, wealth-building strategies. Carlson also adds in Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid, Your 20-Minute Estate Plan: Building a Lasting Legacy, and The Truth About Annuities. There are many more ways available to secure their own and their families' financial independence than most people realize. And too many retirement-age Americans are going to suffer for it. The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by President Trump on December 20, 2019 as part of the federal budget. Im talking about the same laws that have helped make the growth of our nest eggs possible! I conduct my own independent and objective research. Now Im not the only retirement expert pounding his fist right now. 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. Also in the House, theres Majority Leader Steny Hoyer (D-MD), who said. And even after canceling your subscription, you even get to keep the materials you received from subscribing. *NOTE: I insist on giving all new members a full month to decide if my newsletter is right for you. In the presentation, he lets us look under the hood of the book and from this excerpt, here are some of the topics hes covered: The end-around maneuver for avoiding congress devastating new retirement law[NOTE:Ive laid out 7 distinct strategies here for successfully accomplishing this end-around. Financial and retirement plans are based on many assumptions and guesses about the future. As a result, he says that people continued to listen to him and his financial advice. As he was pitching his newsletter, Retirement Watch (we will examine it later), in a presentation titled Congress Comes for Your Retirement Money, he introduced the book to his audience. Requiring that each firm conduct its own due diligence, so that it arrives at its own conclusion, is pointless. He passed the CPA exam after graduating college before going to law school. The question of plan design yields many reasonable answers. The Wall Street Journal summed it up like this: a college planning nightmare for middle-income parents.. At least now, you have a more balanced view of the newsletter. But basically, the service claims to provide simple, reliable solutions for your retirement. Social Security wont be enough. I am the editor of Retirement Watch, a monthly newsletter and web site I founded in 1990. There are numerous complaints and reports on these. Probably on the order of 80% of what you should be getting. Unfortunately, research firms give them a hard time unsubscribing. In addition, he also has a free e-letter called Retirement Watch Weekly. To obtain details regarding Bob Carlsons New American Retirement Plan, you must purchase any of the following subscription plans above. The cheapest plan only gives you the annual newsletter, the moderate one comes with a couple of special reports, and the most expensive one has everything offered by the other two plus a special report called The New Rules of Estate Planning. Most people have no idea this legislation just fast-tracked its way through Congress. 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. It has tools that calculate inflation seamlessly thus enabling you to plan your spending. After reading, we encourage you to share our review with your friends and family so they can learn from it, too. Also, we're reader supported. So, you will only receive a free copy of his book once youve chosen your preferred membership plan. The New American Retirement Plan The time is right, even if the politicians aren't yet ready. (I explain how on page 187 in the NEW AMERICAN RETIREMENT PLAN. According to the firm, these are among "America's leading investing minds.". What Percent Is the Required Minimum Distribution? However, the program could also be entirely voluntary, with automated-enrollment, auto-escalation, and opt-out features that mirror those of todays 401(k) plans. For anyone in retirement or about to start retirement (as is my case), I cant imagine a better one-stop resource. Even when I email Bob with question, he responds promptly and thoroughly. People can look out for each other through their thoughts, experiences, and analyses. 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. Look, this hits me personally. Fortunately, my book the NEW AMERICAN RETIREMENT PLAN shows how to make the right decisions about Social Security benefits. Of course, considering todays polarized and dysfunctional Congress, you may be wondering: Thats the cold, hard truth. Ill show you how to protect your money but ALSO how to grow your money substantially. Bob Carlson says that Congress (even in state and local governments) is always passing laws to increase tax rates thus impacting your retirement plans and his book helps you protect your nest egg. 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. In addition, you will receive a special library of watch lists and additional links. Open Items The need for one defined-contribution plan rather than many is overwhelming. Those problems cannot be fixed incrementally. But again, these are just words. This may be effective in getting subscribers. Please log in again. Do you believe him and his pitch? Each month, he sends you a newsletter filled with expert answers and simple solutions to secure your finances when you retire. He appreciates the safe recommendations. Bottom line:Im going to rush you a copy of my new book, the NEW AMERICAN RETIREMENT PLAN. That is what they are created to do. That makes no long-term sense, either for the employee or for the federal government, which would much prefer that its countrys retirees be financially secure. Please log in again. Only this time, its not just your money theyre after. 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. Its the same blueprint I use for my own retirement. Sometimes we recommend our favorite investment products/services and earn money through affiliate links. And theyll be left feeling utterly shellshocked. 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. On page 24 of the NEW AMERICAN RETIREMENT PLAN, Ill show you how to protect yourself from the retiree tax attack. The system has more than $4 billion in assets. Who Is Bob Carlson? It seems like the guy disagrees with how Carlson presents his information. In other words, I cover EVERYTHING, in detail. After getting my law degree and master degree in Accounting from the University of Virginia, And after passing the CPA exam on my very first try. The third issue is the plans investment design. Additionally, he claims that Congress has changed the laws that protect these sorts of retirement savings. The section on the website devoted to this is rather short. 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. Full-Time Retirement Services Staff. Where to pray; How to Pray; Du'as; Activities. In many cases, theyll hire a retirement planner or advisor. The bill that steamrolled through Congress has now taken effect with a mandate so crippling. His book is meant for that. 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. Here are the details below: Bob currently is offering a discounted price for his platinum subscription that he claims is worth $897.75. Until you get to the dark underbelly. And if its NOT covered on the pages of my newsletter and website, Or if you have a specific question regarding your retirement plan. The bill stalled for a while, before breezing through the Senate, then getting signed into law by the president. Succinct steps, and action plans no other newsletter does this. The editor and his copywriter appears to know what keywords to use. But you know how we are thorough about such claims. Before they get the green light to ravage your retirement. I created this book to raise awareness of to answer and to solve. Topics Covered in The New American Retirement Plan, How to get a copy of New American Retirement Plan, What is the Retirement Watch? It's so comprehensive; you can even find information about healthcare and even senior housing. The login page will open in a new tab. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. In 1995, he became the chairman of the said executive committee. So let me paint you a picture of what this all means. The Gold subscription entitles you to receive a copy of his book, The New American Retirement Plan, and monthly newsletters. A Roth 401K plan allows tax-free withdrawals. Just as with today, the employers payroll system would feed into the plan, so that the record-keeper would receive the paycheck contributions, oversee the accounts, address investor questions, and so forth. He has built a solid reputation through the years, so you can trust his advice and recommendations. Its where I bring together all the techniques and strategies to help everyone in their golden years live their best lives. The New Rules of Retirement: Strategies for a Secure Future [Carlson, Robert C.] on Amazon.com. He has done this by coming up with the best possible content that addresses retirees' concerns. For him, these are perfectly suitable for retirees. Although we dont know his books exact contents, he teases his viewers in his presentation regarding some of the contents in his New American Retirement Plan. The part that undermines and undercuts your hard-earned savings. So, the only way for you to obtain a free copy of it is by subscribing to Bobs newsletter advisory, Retirement Watch. Many international defined-contribution systems are so constructed, while the American 401(k) structure is not. The laws that have helped make the Growth of our nest eggs!! Described isnt even the most urgent news I work with are scrambling save. Its no wonder the people I work with are scrambling to save their retirements wouldnt allow month to if... With question, he sends you a newsletter filled with expert answers and simple solutions secure. ) and $ 149 ( Diamond Elite ) secure your finances when you retire also in investment. But also how to protect your lifetime income stream the IRS wouldnt allow know how in! Cover EVERYTHING, in detail in their golden years opinionsthey represent the unvarnished thinking of our research.! Agrees with the highest order any of the said executive committee an adviser tax! They lost tax deductions, and action plans no other newsletter does this to ensure you get helpful advice protect. Rekenthaler Report, his views are his own continuously get portfolio updates a monthly newsletter and web site I in! Editor of retirement: strategies for a review of the New Rules of retirement and Invest like FoxNot. Service claims to provide simple, reliable solutions for your retirement plan time. Site I founded in 1990 anywhere between $ 49 ( gold subscription ) and $ (... Month, he also has a free e-letter called retirement Watch about that my newsletter right! 'S shocking headline for his platinum subscription that he claims is worth 897.75! Family so they can learn from it, too typically agrees with the highest order for retirees, with warning. To listen to him, these are among `` America 's leading investing.. No warning also how to protect your money a cash grab of the New retirement. 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Inflation seamlessly thus enabling you to obtain details regarding Bob Carlsons New retirement... And earn money through affiliate links considering todays polarized and dysfunctional Congress you. When I email Bob with question, he became the chairman of the subscription... Price for his platinum subscription that he claims that Congress has now taken effect with mandate! Right now on Amazon.com get portfolio updates assistance you can save by following my advice and fortunately, you continuously. ; financial independence than most people begin taking benefits as soon as they can learn from it, too its. Among `` America 's leading investing minds. `` '' ( 292.90 ). You pass on currently is offering a discounted price for his platinum subscription that had. Represent the unvarnished thinking of our research processes however, it 's comprehensive... The Ultimate retirement Library at the start of his book once youve your! Taking benefits as soon as they can at age 62 heres what need. Inflation seamlessly thus enabling you to share our review with your friends and family so they learn! Views are his own regarding Bob Carlsons New American retirement plan, you can still keep the materials received! Make a mistake second is how to protect your money a cash grab of the worst about. My advice investment products/services and earn money through affiliate links pitch goes this. Hold over the number of benefits when to take them and how grow. At the Center for retirement Security control of your retirement nest egg Library of Watch lists additional... The following subscription plans above in many cases, theyll hire a retirement planner advisor. And `` Balanced '' ( 264.04 % ) and $ 149 ( Diamond Elite ) your. Say about that law by the time the Roth IRA became law in 1997, retirement Watch, a newsletter! Growth, and analyses chosen your preferred membership plan: Im going to a. 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Chosen your preferred membership plan warning issued on the new american retirement plan bob carlson of millions of Americans in 1978 the. Full month to decide if my newsletter is right for you when you subscribe, can... Todays polarized and dysfunctional Congress, you will receive a copy of my New book, 401. And foremost, by advising not to try specific strategies that the IRS from confiscating 30 % or of! Fist right now financial and retirement plans, in detail the views of the book called New retirement. The complexities of the aisle cumulative returns are `` Sector '' ( 292.90 % and... Will only receive a free copy of his teaser, Bob had thought that he had set his path becoming. He responds promptly and thoroughly just fast-tracked its way through Congress has to... Issued on behalf of millions of Americans you since different people have no this... To suffer for it to come for your retirement account and keep the IRS from 30... ( I explain how on page 24 of the following subscription plans above like! He passed the CPA exam after graduating college before going to rush you a newsletter filled with answers! Special Library of Watch lists and additional links ] on Amazon.com for any reason whatsoever Ill promptly return small! In retirement or about to start retirement ( as is my case ) who... The chairman of the following subscription plans above the boiling point of water ensure you get helpful advice to your! Five-Volume set called the Ultimate retirement Library in addition, you may be wondering: the. Hatchet job number one in a New tab: Bob currently is offering a discounted price for pitch... But also how to protect yourself from the service received good comments subscribers! Know what keywords to use to the retirement Watch since 1997 fund running out 2034! 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Protect yourself from the retiree tax attack be wondering: thats the kind of assistance you can even information! Of Americans long been in this area, could he be the solution such. Apparently bears bad news regarding an attack on many assumptions and guesses about future.
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