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The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans - Couverture rigide
Synopsis
The Retirement Revolution 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 pr...
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Présentation de l'éditeur
The Retirement Revolution is an invaluable resource for anyone who is retiring, losing a job or investing retirement assets.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.
Biographie de l'auteur
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.
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The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans
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The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans
Edité par
Iuniverse Star, 2004
ISBN 10 : 0595660533
ISBN 13 : 9780595660537
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ISBN 13 : 9780595660537
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The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-Sum Distributions from Qualified Retirement Plans
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iUniverse, 2004
ISBN 10 : 0595660533
ISBN 13 : 9780595660537
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