The New Rules of Retirement: Strategies for a Secure Future

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, CFA
CFO Partner, Tatum Partners

"A clear, practical, and wisely unconventional guide to the new world of retirement."
--Humberto Cruz
Nationally 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, CFA
Chief 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 III
Former U.S. Budget Director, Chairman of The CapAnalysis Group, LLC

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.