The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans - Hardcover
Synopsis
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.
"synopsis" may belong to another edition of this title.
About the Author
Dan Flores is a Vice President/Retirement Planning Consultant with UBS/PaineWebber. For almost 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.
"About this title" may belong to another edition of this title.
Other Popular Editions of the Same Title
Search results for The Retirement Revolution: A Strategic Guide to Understandin...
Stock Image
The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans
Seller: St Vincent de Paul of Lane County, Eugene, OR, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. STICKER ON TITLE PAGE hardcover 100% of proceeds go to charity! Good condition with all pages in tact. Item shows signs of use and may have cosmetic defects. Seller Inventory # U-01-4136
Stock Image
The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-Sum Distributions from Qualified Retirement Plans
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0595660533I2N00
Seller Image
(Signed) 2004 HC The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans
Seller: Miki Store, San Jose, CA, U.S.A.
Seller rating 5 out of 5 stars
hardcover. Condition: Very Good. Dust Jacket Condition: DUST JACKET. Signed. Pages are crisp and clean, no marking. Cover is verygood. Binding is tight/good. Seller Inventory # x-bs38