The New Rules of Retirement: Strategies for a Secure Future

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Praise for THE NEW RULES OF RETIREMENT"As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn't think I needed help in making investment choices and planning for my retirement. I was wrong. I have been a subscriber to Retirement Watch since 1997. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally."--Sandy Kagan, CFACFO Partner, Tatum Partners"A clear, practical, and wisely unconventional guide to the new world of retirement."--Humberto CruzNationally syndicated financial columnist, Tribune Media Services"Bob Carlson does a magnificent job preparing readers for the many challenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns and employer-provided defined benefit plans. Bob provides readers with creative approaches for contending with these challenges to help ensure financially and emotionally secure 'freedom years'."--Lawrence E. Kochard, PhD, CFAChief Investment Officer, Georgetown University"Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever the landscape facing America's retirees. Stereotype retirement based on Social Security and employer pensions is out; making ends meet on your own is in. Better get yourself ready--and you can do so by reading this book."--James C. Miller IIIFormer U.S. Budget Director, Chairman of The CapAnalysis Group, LLC

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ROBERT C. CARLSON, JD, CPA, is Editor of Retirement Watch, a monthly newsletter. The managing member of Carlson Wealth Advisors, LLC, Carlson is also Chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which manages $2 billion in assets, and is a member of the Board of Trustees of the Virginia Retirement System, which manages $40 billion in assets. He has published a number of research papers and been quoted in numerous publications, including Money, Barron's, Reader's Digest, the Washington Post, and others. Carlson is an attorney and Certified Public Accountant.