About Bob Carlson

Also visit Bob's author page under Robert C. Carlson

Bob Carlson is editor of the monthly newsletter and web site, Retirement Watch He has served on the Board of Trustees of the Fairfax County Employees' Retirement System since 1992 and been chairman since 1995. The system has more than $4 billion in assets. Carlson was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He served on the Virginia Retirement System Deferred Compensation Plans Advisory Committee from 2011-2020.

His latest book is Where's My Money: Secrets to Getting the Most out of Your Social Security (Regnery Capital:2021). Other books include 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; new edition due in 2021) 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. (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 many editions of Who's Who in America and Who's Who in the World.

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Where's My Money?: Secrets to Getting the Most out of Your Social Security Dec 15, 2020

by Bob Carlson

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RETIRE WITHOUT REGRETS

What’s the biggest retirement mistake you can make? Not taking full advantage of your Social Security benefits. And it’s a mistake that almost every retiree makes.

If you’re like most people, you would have to be a millionaire to earn as much from your investments as you can from Social Security.

But Social Security also comes with pitfalls, and the wrong choice can leave you poorer for the rest of your life.

Luckily, America’s #1 retirement expert, Bob Carlson, editor of the popular Retirement Watch newsletter and website, is here to help with an easy-to-follow guide to getting the most out of your Social Security benefits. You’ll learn:

• The right time to claim your benefits—and why timing is key
• Whether you should take a lump sum benefit
• How to minimize your total tax bill with smart Social Security choices
• Why working can sometimes decrease your benefits
• How to calculate your “longevity risk” so you never run out of money
• When you can change your benefits claim, and when you can’t
• Why you can’t depend on the Social Security Administration for good advice—or even correct information
• And much, much more!

Millions of Americans have come to regret their Social Security decisions. If you want to avoid the same mistakes, you need Where’s My Money? Secrets to Getting the Most out of Your Social Security.

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