Is Bob Carlson’s Retirement Watch Legit?

Have you heard about Bob Carlson’s Retirement Watch newsletter?

Perhaps you’re interested to learn more about the new rules of retirement and estate planning.

If so you are in the right place as I’m sharing more details about it.

I recently discovered the Retirement Watch after doing some research into other investment services and newsletters.

I’ve put together an honest review of Bob Carlson’s newsletter service that you can see down below.

Before I start…

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Is Bob Carlson's Retirement Watch Legit? 4

Retirement Watch Review

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Introduction to Bob Carlson’s Retirement Watch

Are you worried about your retirement plan?

Are you worried about your nest egg, whether the new Congress’s laws and legislation can severely disrupt your retirement finances, estate planning and benefits?

retirement watch newsletter

If yes, then the Retirement Watch newsletter should be worth checking and this is what has been mentioned/claimed by Bob Carlson with this program.

I should mention this isn’t the first “retirement” type investment service I have reviewed, as I recently shared the single stock retirement plan and also Mike Burnick’s 3 step retirement plan.

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What are the New Rules of Retirement?

The New Rules of Retirement is one of the volumes of the newsletter. This is one of the premium books that is included in your membership that will share the new rules on what to do to maximise your income in retirement.

new rules retirement image

One of the things he talks about is security in retirement and gives instructions on required minimum distributions and estate planning.

What is the Retirement Watch?

Retirement Watch is basically a book where you will reveal all necessary details about the American retirement plan options covering things like long term care expenses, estate planning strategies, retirement savings, tax laws and even life insurance.

As per Bob Carlson, the new Congress legislation can impact IRAs, retirement plans, and even Roth IRAs of all American individuals.

Thus, it’s very important to take the right steps and to follow the right strategies and research what you can do to protect yourself and your family.

That’s why Bob Carlson has come up with the idea of presenting a comprehensive book where you will get all the answers to your future retirement benefits and the new rules of retirement you need to follow so you don’t get caught out.

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Note, Retirement Watch is a 190-page guide book that can solve your retirement planning problems and it will also help you to find out and find the right strategies so that your retirement benefits are practically guaranteed with tax wise money strategies.

Is Bob Carlson's Retirement Watch Legit? 5

Who Is Bob Carlson?

As I have already stated that Retirement Watch is a creation by Bob Carlson.

Needless to mention, Bob Carlson has worldwide popularity and is very well respected for the books he has written.

Especially, he is widely known as the number #1 Retirement Expert in America.

Having been behind reports and programs like the Lifetime Retirement Protection Program, Retirement Watch Weekly, Retirement Watch spotlight and numerous books that have been popular around the world.

bob carlson

About Bob Carlson

His website tells an interesting story about finding his way in the business of writing. He has devoted his time to writing about the financial aspects of retirement and retirement planning. He talks about how it was not a direct route or a dream he had but more something he fell into.

His website states,

Many people ask me how I found my way to this business of writing the only publication devoted to all the financial aspects of retirement and retirement planning. It was not a direct route, and certainly not something I dreamed of as a youngster.

He goes on to talk about how he trained as an accountant and attorney.

Here is the excerpt:

I was trained as an accountant and attorney. I passed the CPA exam at the end of college at Clemson University and went straight to the University of Virginia School of Law. My intention was to become a tax attorney and adviser. But I always served on the school newspaper, enjoyed writing, and unlike most people who have a facility with numbers, was told I wrote well.

He goes on to talk about how he preferred writing and researching than law which led him to writing newsletters and books.

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Bob Carlson Background

While doing a thorough investigation of Bob Carlson and his profile, I have found that this person is an active contributor to publications such as Forbes and The Wall Street Journal.

WSJ logo

He’s also contributed to Kiplinger’s Personal Finance and appeared on numerous radio programs to talk about retirees, his retirement tax guide.

The information he shares comes from his experienced background.

For example, he was on the board of trustees as the chairman of the Virginia Retirement System which is the Employees Retirement System.

He does regular researches and writes about all the financial issues of retirement and retirement planning.

This includes both retirement planning and the strategies for those who have already retired.

Areas of Expertize

His areas of expertise include cover estate planning, long-term care, Medicare, IRA strategies, annuities, investments, income tax, social security, retirement spending and many other personal finance strategies.

As the editor of Retirement Watch, he has mentioned some of his proven personal finance strategies that can help any American to plan their retirement benefits smartly.

He has been talking about these changes for a while now and how the income tax system will change and that you need to plan for your retirement spending or get left behind.

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Bob Carlson Reviews

Our research suggests that reviews are positive. There is no reason to suggest he is not trustworthy.

How Does Retirement Watch Work?

Retirement Watch is a subscription based newsletter.

Benefits of the newsletter

Once you have registered, you are offered the following benefits —

  • The first move you should make in order to save your 401(k)s and IRAs.
  • How to guarantee that you will practically never out-live the money in retirement.
  • Retirement Watch will help you find out a little-known way in order to add up to $37,000 and then transfer to a tax-free retirement account.
  • It will help you find a surefire way in order to collect up to 76% MORE profits on your monthly Social Security payouts.
  • How to create a Retirement Calendar Checklist.
  • It will help you find out three changes that every American must consider for their estate plan.
  • How to create a tax-free and monthly income stream.
  • The required minimum distributions

In addition to all the above benefits, you will also get access to the Ultimate Retirement Library that’s a 5-volume set.

Ultimate Retirement Library features a complete library of strategies, updates, and services that you will need to follow.

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Additional Benefits Members Get

It’s worth mentioning some of the premium reports and benefits.

Ultimate Retirement Library has the following five volumes…

  • Cashing in on Congress’ $350,000 Retirement Shocker
  • The New Rules of Retirement
  • Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid
  • Your 20-Minute Estate Plan: Building a Lasting Legacy
  • The Truth About Annuities

Some other benefits of Bob Carlson’s Retirement Watch subscription include

  • Twelve Monthly Issues of Retirement Watch
  • Retirement Watch Hotlines
  • Facilities to attend live Conference Calls with Bob
  • Portfolio Updates
  • 24/7 Access to Retirement Watch Website
  • Important Links to Valuable Information


  • It’s designed by the number # 1 Retirement Expert of America.
  • It contains all strategies and updates to make a perfect retirement plan.
  • It has a 30-days money-back guarantee.
  • It has an e letter format
  • You can get access to more training like the Retirement Watch Spotlight series
  • You can access video webinars
  • Members have access to exclusive content


  • It comes with a paid membership plan. It’s not available for free.

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Is Retirement Watch Legit?

Retirement Watch looks like to be legit as does it’s editor Bob Carlson.

It is based on an experienced retirement expert’s insights.

He will help you save your retirement plans and associated benefits from Congress’s new legislation, that’s what has been claimed by Bob Carlson. It will also share tips on IRA protection, long term care amongst many other things.

Retirement Watch Bob Carlson has been designed to help you with retirement finances and that is something that you should not overlook.

Things like long term care can be costly and the income taxes associated with retirement savings can have a huge dent.


These are just some of the issues that you will have to navigate and the law can be harsh too if you don’t stay on top of it.

He talks about how people with an IRA will be punished.

An IRA being an individual retirement account. But with his premium reports you can understand ways to protect your IRA and social security.

Bob will teach you ways to sidestep congress in his newsletter. These tips and methods are by the law too so you aren’t doing any shady business to get around the tax code.

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Bob Carlson’s Retirement Watch Verdict

Bob Carlson has designed this program (book) to help the Americans aware of the possible retirement plans and benefits.

It comes with a membership plan and the membership fee is reasonable ($57 for one-year membership).

You can opt for the subscription to know how to properly invest for your retirement and for that you get a number of things as discussed in this review.

Personally I like how he goes a step further to offer training via video webinars too, this is a nice touch.

It seems that it’s never been as important as now to be thinking about retirement and specifically how to protect yourself from your IRA being raided and how the law can work against you.

With Bob’s help you can change that, keep your IRA safe, secure your long term care and put the rules in your favour.

Plus, in case if you aren’t satisfied with the service, then you can always opt for a refund as some people will inevitably end up doing.

Therefore I’d be happy to recommend it if you want to learn about the changes taking place for retirees and you are one of the people looking for ideas on how to protect your retirement, long term care and other things associated with retiring.

You can either be naive to changes taking place and suffer in the long run, or you can act to protect yourself from government rules that will hit you hard, things like estate taxes and social security changes.

The choice is up to your, I hope you found my review useful.

If you find this newsletter isn’t for you, you can consider some of his others such as the Lifetime Retirement Protection Program.

Before you leave

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Is Bob Carlson's Retirement Watch Legit? 4

Mark Charles is the founder of NoBSIMReviews and has been making a 6-figure income online for over 10 years.

After reviewing 1000’s of programs, he knows what works and what doesn’t:

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