Items related to The Retirement Revolution: A Strategic Guide to Understandin...
Synopsis
The Retirement Revolution
Are 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 analyzes 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 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 your 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 your retirement plans
Additionally, 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.
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