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

The passing of actor James Gandolfini, best known as Tony Soprano in The Sopranos, generated a lot of commentary in the financial and legal media about his will. The discussion about Gandolfini’s will contains good points for each of us. Read More

The tax deal made in Washington in late 2012 and early 2013 should change the way many people view estate planning. But it shouldn’t make anyone ignore estate planning or give it a lower priority. Read More

It’s time to reconsider how your cash and “safe funds” are invested. There’s at least one new option that pays more than a competitive yield and also delivers up to three times your money to cover any long-term care expenses you incur. Read More

Probate now rises to the forefront in many estate plans. With only a small minority of estates at risk of owing federal estate taxes, probate is the greater threat to separating your wealth from the objects of your affection and delaying the transfer. Read More

Most people are likely to need long-term care for some period as they age. But most Americans are remarkably uninformed and misinformed about long-term health care and the insurance that covers the expense. Read More

It’s at the bottom of the list of insurance policies most people consider It’s the last policy people buy and the first they cut when cash becomes tight. Yet, disability insurance is essential for a package of complete protection. Read More

A revolution in estate planning is underway. While many people know about the 2012 tax law changes, they don’t realize the extent to which these changes require fresh approaches and strategies. Read More