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The Retirement Revolution: A Strategic Guide to Understanding and Investing Lump-Sum Distributions from Qualified Retirement Plans
     

The Retirement Revolution: A Strategic Guide to Understanding and Investing Lump-Sum Distributions from Qualified Retirement Plans

by Dan L. Flores
 

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Dan Flores brings over twenty years of experience guiding clients' investments to this in-depth look at the needs of individuals receiving a lump-sum distribution from a qualified retirement plan. In clear and easy-to-understand language, Flores analyzes the lump-sum alternatives and investment strategies necessary to become an informed investor, including:

Overview

Dan Flores brings over twenty years of experience guiding clients' investments to this in-depth look at the needs of individuals receiving a lump-sum distribution from a qualified retirement plan. In clear and easy-to-understand language, Flores analyzes the lump-sum alternatives and investment strategies necessary to become an informed investor, including:

  • The rules and regulations of lump-sum distributions and IRA rollovers.
  • The penalties and pitfalls of early retirement and how to avoid them.
  • The differences between asset allocation and diversification.
  • How to build an investment portfolio blueprint and monitor accounts.
  • Understanding the importance of product selection: the advantages and disadvantages of individual securities, money managers, and packaged products such as mutual funds, index funds, unit trusts, and exchange traded funds.
  • Strategies for taking income out of retirement plans.

The Retirement Revolution is an especially useful resource for benefits and human resource directors to share with employees.

Product Details

ISBN-13:
9780595297900
Publisher:
iUniverse, Incorporated
Publication date:
01/06/2004
Pages:
356
Product dimensions:
6.00(w) x 9.00(h) x 0.79(d)

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