Robert Carlson

 

Robert Carlson is editor of the monthly newsletter and web site, Retirement Watch. He is also chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has close to $4 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 to 2005. He was appointed to the Virginia Retirement System Deferred Compensation Plans Advisory Committee in 2011. 

 

His latest book is the revised edition of “The New Rules of Retirement” (Wiley, 2016; first edition 2004). He also co-authored “Personal Finance after 50 for Dummies” (with Eric Tyson; Wiley, 2015) and wrote “Invest Like a Fox…Not Like a Hedgehog” (Wiley, 2007). 

 

He has written numerous other books and reports, including “The New Rules of Estate Planning,” “Securing Your Lifetime Stream of Income,” “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 also was a Commissioner on the Fairfax County Redevelopment and Housing Authority. Carlson is an attorney and passed the CPA Exam. He received his J.D. and an M.S. in accounting from the University of Virginia and received his B.S. in financial management from Clemson University. He also is an instrument-rated private pilot. He is listed in many editions of “Who’s Who in America” and “Who’s Who in the World.”