Robert Carlson is editor of the monthly newsletter Retirement Watch and the Web site www.RetirementWatch.com. He is also the author of numerous books and reports, including (with Eric Tyson) “Personal Finance for Seniors for Dummies".
Area of Expertise: mutual funds, asset allocation, estate planning, all financial aspects of retirement planning
Topics Presented in Speeches: "The New Rules of Retirement;" "The New Rules of Investing"
Robert C. Carlson is editor of the monthly newsletter and Web site, Retirement Watch. Carlson is chairman of the board of trustees of the Fairfax County Employees' Retirement System, which has over $2.3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001–2005.
His forthcoming book, "Personal Finance for Seniors for Dummies," will be published by John Wiley & Sons in 2010 (with Eric Tyson). Previous books include "Invest Like a Fox...Not Like a Hedgehog," published by John Wiley & Sons in 2007, and "The New Rules of Retirement," published by John Wiley & Sons in 2004.
He has written numerous other books and reports, including "Tax Wise Money Strategies," "Retirement Tax Guide," "How to Slash Your Mutual Fund Taxes," "Bob Carlson’s Estate Planning Files," and "199 Loopholes That Survived Tax Reform." He also has been interviewed by or quoted in numerous publications, including The Wall Street Journal, Reader's Digest, Barron's, AARP Bulletin, Money, Worth, Kiplinger’s Personal Finance, the Washington Post, and many others. He has appeared on national television and on a number of radio programs. He is past editor of Tax Wise Money.
Carlson is an attorney. He received his JD and an MS (accounting) from the University of Virginia, he received his BS (financial management) from Clemson University, and he passed the CPA exam. He also is an instrument-rated private pilot. He is listed in several recent editions of Who's Who in America and Who's Who in the World.
Articles by this Author
Complicated and restrictive rules can lead to unintended problems. Learn which assets and transactions are allowed and which are not in an IRA.
March 2010 | Journal