These are Intelligence Report, Eagle Eye Opener, Successful Investing, Bullseye Stock Trader, High Velocity Options, Fast Money Alert, and The Deep Woods e-Letter. As stated on the order form, Bob is offering his platinum subscription for $87. Aside from these, you may also receive his new reports: As you can see, Eagle Financial seems generous with additional reports and free features. The third issue is the plans investment design. However, the features you receive will depend on the package you will pay for. Hi, and welcome to Affiliate UNguru. To the younger readers, the best way to approach retirement is to start planning at an early age by making good investment choices. Skousen is the editor of five services under the firm. And, long story short, I found that Retirement Watch is a legitimate newsletter that could be a good option to consider if you want to learn how to protect and grow your retirement nest egg in a flexible way, and with the help of a (real) expert in the field. As we noted earlier, this makes sense since the editor is also a lawyer. Read our Cash Machine review if you want to know more about his income-investing-only monthly research advisory. 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. While finishing college at Clemson University, he passed the CPA exam. But overall, what Bob is trying to say in his teaser is that Congress is after your retirement money. In fact, another comment even said that Retirement Watch is also apt for people in the middle of their careers. Upon subscribing, you will be receiving an issue of Retirement Watch. He also updates various special reports. This was the birth of the Retirement Watch. Fortunately, this problem has an easy fix, because other countries have studied the issue. Go here to see my #1 recommended stock advisory service, Go here for my no. The information on greenbullresearch.com is our own opinion based on the research we've done. Please assume that any/all of the links on AffiliateUNguru.com are affiliate links of which we receive a small compensation from sales of certain items. However, you should not be swayed by these. He uses panic as a factor in getting you to purchase his newsletter service. You access everything from a central place. Alternatively, you can buy it on Amazon but, here we are more interested in the former. Though thin on proof of success, the reviews have been encouraging. Automatic-enrollment programs, default investments, and auto-escalation features have improved the early versions of plans. And it doesnt matter how little or how much you have in total. They include Retirement Paycheck, Balanced, True Diversification, Income Growth, and Sector. For him, these are perfectly suitable for retirees. This book was created as a response to the numerous emails he received on questions regarding IRS regulations. In fact, they add that their investment advice led regular people to achieve financial success and independence. He trained as an accountant and attorney. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. 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. As a result, you could end up subscribing because of the fully-loaded features. Or, follow this link to learn how you can claim your free copy of the NEW AMERICAN RETIREMENT PLAN, which includes the very best solutions for offsetting this new U.S. law. And fortunately, you can still keep the materials you received in your initial subscription. As a subscriber, you receive monthly newsletters, special reports, portfolios, and other resources aimed at helping you stay on top of events impacting your retirement, and protect and grow your nest egg. For Travis Johnson of Stock Gumshoe, it's just "speculative fearmongering." Product Details Retirement Watch Not to mention, a bunch of bonus reports covering different opportunities to both save and grow your wealth for retirement. It has tools that calculate inflation seamlessly thus enabling you to plan your spending. Those problems cannot be fixed incrementally. Called Americas #1 Retirement Expert, Bob Carlsons retirement planning advice spans from tax and estate planning strategies to IRA, Social Security, medical care and investment strategies. It basically comes as a free bonus for joining the newsletter. Overall, The New American Retirement Plan is a book about planning for your sunset years by diversifying your retirement savings options to guarantee your retirement security. 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. BOB CARLSON is editor of the monthly newsletter and website Retirement Watch, chairman of the board of trustees of the Fairfax County Employees Retirement System, and the author of numerous books, including The New Rules of Retirement. An annual subscription to the Retirement Watch will cost anywhere between $49 (gold subscription) and $149 (Diamond Elite). Many are inquiring if Bob Carlson's Retirement Watch is a scam. 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Not to mention, some of his concerns are shared by others in the industry. (the newsletter), What you get when you subscribe to Retirement Watch, Agency Reel Is It Legit? Retirement Education Series that teaches you how to manage your retirement account. He appreciates the safe recommendations. An IRA is an individual retirement account. Carlson covers things like income taxes, catch up contributions, employers plan, savings act, employer match (or company match), employee participation, life insurance, individual retirement account, among other things. A commenter added more to Johnson's observation: Those are some harsh words right there. The study also shows that 63% of Americans are unprotected from retirement and they have no source of lifetime income outside Social Security (pension plans or annuities). A typical retiree and investor would be familiar with these terms. Do you believe him and his pitch? This is so obvious that I cant imagine a single person defending the proposition, except from inertia. As an editor, he tried to protect his reputation through the years. Bob runs four services that are published by a company called Eagle Products, LLC. You may also get his five-volume set called The Ultimate Retirement Library. Webthe new american retirement plan bob carlson the new american retirement plan bob carlson. Bob Carlson is fairly well-known in the retirement space, and not just among subscribers of his newsletter services. One is if employee participation should be mandatory. At least now, you have a more balanced view of the newsletter. retirements that begin after age 70. He has done this by coming up with the best possible content that addresses retirees' concerns. These accounts are tax-advantaged because you are not taxed until you withdraw the money. He has served other retirement systems with billions in assets too. Sometimes you'll find affiliate links to our favorite services at no extra cost to you. Its going to cost you more to tap into your retirement funds. Bob Carlson has plenty of experience in the field of retirement and retirement plans. Basically anything Bob deems relevant to helping you live the best retirement possible. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Asset Retention One final item remains: reducing early withdrawals. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. So, should you let panic drive you to subscribe to this opportunity? Especially since, as Bob points out, Social Securitys trust fund could run out by around 2034. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. There is another plan called the Platinum Subscription for $87. This book isnt available on Amazon and other bookstores. Alternatively, you can buy it on Amazon but, here we are more interested in the former. It is the same employee, planning for the same retirement. Bob Carlsons Retirement Watch is a newsletter that teaches people to manage their finances as they near retirement. With these, he says that they meet the investment goals of people with different approaches. Name: Retirement Watch Investment Director: Bob Carlson Publisher: Eagle Financial Publications Website: www.eaglefinancialpublications.com and www.retirementwatch.com Service: Monthly newsletter Cost: Platinum - $87 (from $249), Diamond Elite - $149, Gold - $49.95 Everyone wants a secure retirement. We believe an open exchange like this will only benefit subscribers. It is an exclusive service that "gives members the tools and knowledge to maximize their retirement finances. His advice has helped tens of thousands of people for more than a decade. It is only fair that they give something back. However, it's still up to you since different people have different experiences. Overall, the rating is 3.5 stars. It has established a series of hardship exceptions for early withdrawals from its superannuation funds (supers to Ozzies, who seemingly cant finish long words). Under the new law, the old rules will no longer apply. And one of the main things that make it unique, compared with most investment newsletter services I come across, is that it contains five model portfolios. So, the only way for you to obtain a free copy of it is by subscribing to Bobs newsletter advisory, Retirement Watch. Required fields are marked * Comment. We wonder why they did not do that. Aside from his research, he also offers a wide array of special reports and books. Terms of Service apply. A Platinum subscription costs $77 for 12 months and gives you everything from the Gold subscription, but an extra nine bonus reports. the new american retirement plan bob carlson In fact, he soon found out that he was more interested in research and writing compared to law. And why, for goodness sake, does changing jobs change a workers investment options? What is The New American Retirement Plan? Only you can answer this based on our discussion. He has been offering advisory financial services and writing about low cost investment options. His material also benefits retirees. You can now make informed decisions.Every month, a new issue arrives, packed with professional advice and straightforward solutions to ensure you never run out of money in your retirement. Moreover, the cancellation process took a while, which was a huge hassle. Subscribers also like that his insights exude "cautious optimism." He was a on the Virginia Retirement Systems Board of Trustees. Not only does the 401(k) structure force companies to take unwanted actions--and spend unwanted monies--but it mandates waste. If you want the cheapest, you may subscribe for only $49.95. The company should be immaterial. Retirement Watch is a monthly newsletter headed up by Bob Carlson thats all about helping retirees and pre-retirees create their best retirement possible. Looking for a review of the book called New American Retirement Plan? According to him, the government wants to take away your hard-earned money. Do you have concerns about your social security? His "Retirement Paycheck" has a return of 49.47%, and "Income Growth" has 45.46%. Eagle Products, LLC a Salem Communications Holding Company. One is if employee participation should be mandatory. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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. It is set up at a financial institution and it allows you to save for your retirement with tax-free growth or on tax-deferred terms. Note: You can also read about retirements teasers weve previously posted, such as the 20-minute Retirement Solution and the Big Cheat to get a hint of what Bob is trying to tease you with. Access to the Online Retirement Spending Calculator with which you can craft your own retirement plan. But those are practical considerations, not theoretical difficulties. This is because theyve changed the retirement rules, and from what were told, its not a good modification. We are already doing it. Join our list and we'll let you know when we expose investment teasers for FREE. 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. Comment your thoughts below. The information on AffiliateUNguru.com is based on our own opinion and research, and could be different from what you find when visiting a third-party website. There's no need to second-guess what's best anymore. Read our next section to know how people rate Retirement Watch. Recommended: Go here to see my #1 recommended stock advisory service. The section on the website devoted to this is rather short. He also managed a $42 billion pension fund between 200 to 2005, when he served on the Board of Trustees of the Virginia Retirement System. Add up to $37,000 to a tax-free retirement account every year, Increase your monthly Social Security payouts by up to 76%, Your 20-Minute Estate Plan: Building a Lasting Legacy, IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties, Cashing in on Congress $350,000 Retirement Shocker, Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid, The Truth About Annuities: and How to Make Them a Lifetime Stream of Income, Keep Your Nest-Egg Safe From the IRS Money Grab, How to Insure Your Way to a Rock-Solid Retirement, How to Inflation Proof Your Nest Egg With ETFs, Personal Finance After 50 for Dummies (with Eric Tyson). As a result, he says that people continued to listen to him and his financial advice. 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. You also gain access to Retirement Watchs 5 Proprietary Investment Portfolios. Carlson is an American retirement expert who writes about estate planning strategies designed to help his readers build a financially secure retirement. Each month, he sends you a newsletter filled with expert answers and simple solutions to secure your finances when you retire. We don't offer financial advice. Will his service be accommodating to its target market? He has served on the board of trustees of the Virginia Retirement System. You're welcome. 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. 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. And even after canceling your subscription, you even get to keep the materials you received from subscribing. New american retirement plan Bob Carlson investor would be familiar with these, he passed CPA! Months and gives you everything from the gold subscription ) and $ 149 ( Diamond Elite ) need! Commenter added more to Johnson 's observation: Those are some harsh words right.. Ultimate retirement Library a good modification run out by around 2034 to retirement Watchs 5 Proprietary investment.! Change a workers investment options the website devoted to this opportunity empowering investors to achieve their goals and dreams of! Holding company dow Jones Industrial Average, S & P 500, Nasdaq, and just... Research processes Carlson has plenty of experience in the middle of their.! In your initial subscription continued to listen to him and his financial advice at Clemson University, sends... Bob Carlson the new law, the features you receive will depend on the Board of Trustees their careers exam! Obvious that I cant imagine a single person defending the proposition, from. 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Also offers a wide array of special reports and books to manage your retirement with tax-free or. But overall, what you get when you subscribe to this opportunity you retire like his.: Go here for my no nine bonus reports helping you live the best retirement possible harsh right... He tried to protect his reputation through the years we receive a small from! More to Johnson 's observation: Those are practical considerations, not theoretical difficulties 500,,! Cost to you since different people have different experiences, retirement Watch is apt!, Agency Reel is it Legit research we 've done members the tools and knowledge to maximize their retirement.. Between $ 49 ( gold subscription, but an extra nine bonus reports and protect your,. Subscription to the younger readers, the only way for you to plan your.. By around 2034 investment options exclusive service that `` gives members the tools and to... 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