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

Flores, Dan L.

Softcover

ISBN 10: 0595264956 ISBN 13: 9780595264957

Publisher: Iuniverse Inc, 2003

Synopsis

The Retirement RevolutionAre you retiring, losing your job, changing jobs, or being offered an early retirement package? The information in this book focuses on the needs of individuals that may be receiving a lump-sum distribution from a qualified retirement plan.In clear and easy to understand language, the author yzes the lump-sum alternatives and investment strategies you must understand before you can become an informed investor: The rules and regulations of lump-sum distributions and IRA rolloversThe penalties and pitfalls of early retirement and how to avoid themThe differences between et allocation and diversificationHow to build an investment portfolio blueprint and monitor your accountsUnderstanding the importance of product selection: the advantages and disadvantages of individual securities, managers, and packaged products such as mutual funds, index funds, unit trusts, and exchange traded funds.Strategies for taking income out of your retirement plansAdditionally, if you are a retirement-planning professional a benefits or human resource director you will find this book to be a useful, easy-to-read resource to share with your employees..

About this title

About the Author

Dan L. Flores is a Vice President of Investments & Retirement Planning Consultant with one of the largest investment firms in the country. For twenty years he has guided his clients? investments and shared his insights with numerous organizations, including Fortune 500 corporations. He lives in the San Francisco Bay Area with his wife and twin daughters.

Edition details

• Publisher: Iuniverse Inc
• Publication date: 2003
• Language: English
• ISBN 10: 0595264956
• ISBN 13: 9780595264957
• Binding: Paperback
• Number of pages: 356