Bob Carlson

Bob Carlson is editor of the monthly newsletter and web site, Retirement Watch and managing member of Carlson Wealth Advisors, L.L.C. He also is Chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $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. He was appointed to the Virginia Retirement System Deferred Compensation Plans Advisory Committee in 2011.

His latest book is Personal Finance for Seniors for Dummies, published by John Wiley & Co. in 2010 (with Eric Tyson). Previous books include Invest Like a Fox…Not Like a Hedgehog, published by John Wiley & Co. in 2007, and The New Rules of Retirement, as published by John Wiley & Co. in the fall of 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 and passed the CPA Exam. He received his J.D. and an M.S. (Accounting) from the University of Virginia and received his B.S. (Financial Management) from Clemson University. 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.

Analyst Articles

Two options for retirement income security are bonds and annuities. But which one does the better job of generating income for life? Can a bond portfolio do better than an annuity? Read More

Many people think the bypass trust, that long-time staple of estate planning, is obsolete. Far from it. When properly adapted to the current estate tax law, the bypass trust provides a range of family wealth benefits. Read More

Year-end tax planning can be done in 2013 with some confidence, because Congress isn’t working on last-minute changes to the law. But when doing your tax planning this year, be aware that there are several new or renewed provisions that increase taxes on those who overlook them. Read More

Your IRA could be hit with income taxes, even if it’s a Roth IRA. The rule has been in the tax law a long time, but it didn’t affect many investors until recently. With many investors seeking investments other than traditional stocks, bonds, and mutual funds, the rules are coming into play more often. Read More