We have gathered feedback from Stock Gumshoe and regular investors. Some of the topics in the book show you how to: Bob also talks about getting your retirement affairs in order, estate planning, and earning monthly or quarterly income with his Retirement Paycheck Portfolio. To obtain details regarding Bob Carlsons New American Retirement Plan, you must purchase any of the following subscription plans above. Meanwhile, Perry offers Dividend Investing Weekly, Cash Machine, Premium Income, Quick Income Trader, Breakout Profits Alert, and Hi-Tech Trader. 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. 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. The commenter also added this to support his statement: According to him, most provisions would, in reality, benefit retirees. I wanted to help others avoid the same pitfalls and find legitimate methods for earning money and growing wealth. It is an exclusive service that "gives members the tools and knowledge to maximize their retirement finances. For sure, they have many examples of this. Its going to cost you more to tap into your retirement funds. Hes written best-selling books, hes a senior contributor to Forbes, and has helped oversee billions of dollars worth of retirement portfolios over the years. Gear advertisements and other marketing efforts towards your interests. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. While finishing college at Clemson University, he passed the CPA exam. And it doesnt matter how little or how much you have in total. It is not. Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE. My name is Tim McKinlay, and I'm the founder of Affiliate UNguru. His material also benefits retirees. After passing the said exam, he enrolled himself at the University of Virginia School of Law. A brand new, up-to-date special report of Bob Carlsons The New Rules of Estate Planning thats priced at $200. 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. He has been offering advisory financial services and writing about low cost investment options. His book is meant for that. You're welcome. If you have plans to retire or are already in retirement, then Bob Carlsons latest teaser has an announcement for you. 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. Provide specific products and services to you, such as portfolio management or data aggregation. That is what they are created to do. Another concerns the employer match. That solution is imperfect, because it rewards those who least need assistance--those who work at thriving, profitable businesses--but it certainly is workable. This is at no extra cost to you, and rest-assured that we only recommend what we use ourselves and find beneficial.*. Bob seems to think so. Interestingly, Carlson is also an instrument-rated private pilot. The third issue is the plans investment design. From 2001 to 2005, he also became part of the Virginia Retirement Systems Board of Trustees. Even Carlson advocates for objectivity. But overall, what Bob is trying to say in his teaser is that Congress is after your retirement money. 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. In particular, Bob shares seven end-around strategies for protecting your wealth, along with dozens of ways to potentially grow your retirement nest egg. Moreover, Carlson offers advice on how to handle your taxes in your retirement. He describes it as follows (in his own words): Its highly specific. What Is Adam ODells x.AI Stock Pick? Today theyre putting the screws to us by increasing the tax charges for taking that money out. danville jail mugshots; marlin 1898 stock; But as enticing as it sounds, theres absolutely no guarantee that you can save your retirement plan a hundred times over, as he states in his teaser. Filled with tips and insights from the self-proclaimed retirement expert, the book also addresses government legislation impacting retirees and demonstrates how the affected can navigate new laws and exploit loopholes. On the other hand, his Diamond Elite Subscription costs $149, while his Gold Subscription costs $49.95. At a time when American retirees need it most,beforethis new law nicknamed the SECURE Act wreaks havoc on millions of unwitting U.S. citizens. For subscribers, the newsletter was a 3.5 out 5. Instead of helping them, they exploit the challenges they face with technology. 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. And if youd like to share your thoughts on Bobs newsletter, feel free to leave a comment below. Now is the time for change. __CONFIG_colors_palette__{"active_palette":0,"config":{"colors":{"eb2ec":{"name":"Main Accent","parent":-1}},"gradients":[]},"palettes":[{"name":"Default","value":{"colors":{"eb2ec":{"val":"rgb(31, 97, 27)","hsl":{"h":116,"s":0.5645,"l":0.2431,"a":1}}},"gradients":[]},"original":{"colors":{"eb2ec":{"val":"rgb(57, 163, 209)","hsl":{"h":198,"s":0.62,"l":0.52,"a":1}}},"gradients":[]}}]}__CONFIG_colors_palette__, {"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}. An IRA is an individual retirement account. The system has more than $4 billion in assets. The New American Retirement Plan Facts Plan By: Robert J Date: October 18, 2022 Two Strategies That Beat The Secure Act New Rules Could Change Your Retirement Planning Theres a tax bill attached to each traditional individual retirement arrangement and 401, and Congress recently tried to accelerate and increase that tax bill. 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. (Revealed), Nomi Prins Great Distortion Stock Exposed (Distortion Report), Bill Bonners Americas Nightmare Winter Prediction & Picks. Alternatively, you can buy it on Amazon but, here we are more interested in the former. 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. Forget tax penalties; they do not sufficiently deter foolishness. After all, retirement-plan investors receive a benefit from the government for deferring taxes. But hopefully what Ive shared here, helps you make a more informed choice either way. Anyway, I decided to take a closer look to see if it was worthwhile or not. Do they think they do not need to present proof of performance anymore? Morningstars policy analysts have diligently suggested enhancements that work within the existing structure. All in all, its quite a comprehensive service. A Platinum subscription costs $77 for 12 months and gives you everything from the Gold subscription, but an extra nine bonus reports. Australia, to cite one example, has already considered these possibilities. In addition, they learn how to preserve and grow their cash. The Retirement Watch newsletter is Bob Carlsons flagship monthly newsletter thats aimed at helping retirees stay informed and create a better retirement. You may also get his five-volume set called The Ultimate Retirement Library. I've researched 100s of stock advisories since, and there's still only one service I recommend. However, the features you receive will depend on the package you will pay for. The interest you earn grows and compounds tax-deferred within the annuity. WebIn this new second edition based on independent, objective research, retirement expert Robert C. Carlson uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. The book is divided into four sections, each filled with hundreds of tactics and strategies you can implement in your retirement planning journey. For us, it would have been better if there was more space. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. If you think his claims have no basis, he cites a few articles as proof: The Wall Street Journal article, Congress Is Coming for Your IRA, says this: Carlson also cites a piece from Salon: Congress targets middle-class retirement savings. We wonder why they did not do that. Do you have concerns about your social security? Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. Please log in again. Its going to cost you more to tap into your retirement funds. He has helped oversee and manage some of the most important retirement portfolios in America, and from what I understand, he still does. Aside from Retirement Watch, he also offers Retirement Watch Spotlight, a monthly video series. It also presents practical difficulties, because some companies can easily afford to pay matches, whereas others would struggle. Worth pointing out, however, is that there are always risks involved with investing and retirement planning. And fortunately, you can still keep the materials you received in your initial subscription. Only you can answer this based on our discussion. One is if employee participation should be mandatory. Requiring that each firm conduct its own due diligence, so that it arrives at its own conclusion, is pointless. 1 recommended stock picking service, Go here to see my #1 rated stock advisory of 2022, Discover my top rated stock picking service for 2022. The existence and amount of a company match is voluntary. And Bob says that the new laws being enacted are going to make matters worse. Save for the fearmongering, long cancellation process, and upselling, the advisory seems well-received. Unfortunately, research firms give them a hard time unsubscribing. 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. 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. With a thirty-day no-risk money-back guarantee, you can simply refund your purchase if you decide that the service is not to your liking. Stock photo Brand new: Lowest price $15.00 Free Shipping Overall, the rating is 3.5 stars. 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. You can still keep the materials you receive from the service even upon refunding your subscription. 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. And, of course, the only way to guarantee a good retirement plan for yourself is by making the right investment decisions. Thus, its very important to take the right steps and to follow the right strategies and research what you can do to protect yourself and your family. Required fields are marked * Comment. It seems like the guy disagrees with how Carlson presents his information. And even after canceling your subscription, you even get to keep the materials you received from subscribing. Should it be zero? The presentation for the Retirement Watch newsletter starts with an urgent warning from Bob Carlson of the Center For Retirement Security. Cost: $49.95 (for Gold Subscription), $149 (for Diamond Elite Subscription), and a discounted price of $87 (original price $249, for Platinum Subscription), Maximizing your social security benefits to receive up to 76% more on your monthly payouts (page 43), Ways in legally offsetting the spiraling costs of long-term care (LTC) medical expenses and save possibly tens of thousands of dollars (page 182), Creating a monthly (and tax-free) income stream that will last the rest of your life (page 77), Ways to guarantee that youd retirement money (page 9), A method for you to receive 76% more on your social security payouts (page 136), How to receive payments every month or quarter with the aid of your retirement paycheck portfolio (page 35), Collecting payouts that are free of tax monthly for the rest of your life (page 68), The New American Retirement Plan to manage your IRAs and Roth IRAs (upon accumulating them (page 98), Three changes you should take into consideration for your estate plan (page 143), The Dos and Donts of IRA Investing (page 72), The end-around maneuver to avoid congress catastrophic new retirement law (page 62), A free copy of Bob Carlsons New American Retirement Plan, Retirement Watch Hotlines that deliver the latest news that could affect your retirement plan, Exclusive Live Conference Calls for Members, Gain access to Retirement Watchs Portfolio updates, Unrestricted access to Retirement Watchs official site, Gain entry to their Special Library of Watch Lists, Have access to essential links comprising helpful information regarding your retirement plans, Gain access to the sites Online Retirement Spending Calculator, Get your hands on Retirement Watchs Ongoing Retirement Education Series, One years worth of Retirement Watch monthly online issues, Nine free bonus reports from the Retirement Watch, The same nine free bonus reports included in the platinum subscription. Make sure you read about comments in our Track Record and Reviews section. The comment from "markhu" emphasizes consistency. Should you subscribe to it? Bob Carlson is fairly well-known in the retirement space, and not just among subscribers of his newsletter services. He says he wasnt meant for the courtroom or office, and instead wanted to help retirees and those preparing for retirement. Which appears to be an accurate estimate, it matches up with what is stated in a new report from The Wharton School at the University of Pennsylvania. There are three major issues. Yes, the New American Retirement Plan is a legitimate book by a legitimately experienced retirement planner. In addition, he will make sure your money is protected. Each newsletter is published on a monthly basis and delivered straight to your email inbox and is designed to cover the most important, relevant, and timely retirement topics. Moreover, it aims to help you live a richer and more fulfilling retirement than you ever imagined possible. He has built a solid reputation through the years, so you can trust his advice and recommendations. His advice has helped tens of thousands of people for more than a decade. None of which should deter the New American Retirement Plans implementation. Open Items The need for one defined-contribution plan rather than many is overwhelming. Upon subscribing, you will be receiving an issue of Retirement Watch. 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. The information on greenbullresearch.com is our own opinion based on the research we've done. This is because theyve changed the retirement rules, and from what were told, its not a good modification. Everyone wants a secure retirement. Prior to becoming an editor for Retirement Watch, Bob Carlson didnt imagine becoming involved in the field of retirement. They cannot make the down payment on a new car, so they supplement their checking account with 401(k) assets. YOU decide which are best for your goals and situation.] However, it's still up to you since different people have different experiences. 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. So, you will only receive a free copy of his book once youve chosen your preferred membership plan. Anyway, Bob has formulated a 190-page book entitled the New American Retirement Plan due to everything mentioned above. 401(k)s Have Reached Their Expiration Date. Under the new law, the old rules will no longer apply. I started this site after losing money to a bunch of online scams in 2015. 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. According to him, the government wants to take away your hard-earned money. How To Collect Your Own Second Social Security Check, A new, 100% legal way to boost your retirement income for life, You have landed on an article that is reserved for paid, After Tax Contributions to Traditional IRA, 7 Strategies to Reduce Taxes & Beat Inflation. Copy those rules and think no more of the matter. Life expectancy should be a major factor in retirement planning. Around 100 people reviewed the Retirement Watch on Stock Gumshoe. 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. 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