Health, Mind & Body Books:

The Retirement Revolution

A Strategic Guide to Understanding & Investing Lump-Sum Distributions from Qualified Retirement Plans

Format

Paperback

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The Retirement Revolution by Dan L Flores
$37.99
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Description

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.
Release date NZ
January 4th, 2004
Author
Country of Publication
United States
Illustrations
Illustrations, black and white
Imprint
iUniverse
Dimensions
151x230x23
ISBN-13
9780595297900
Product ID
1824955

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