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

by Dan Flores and Dan Flores

Book Overview

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...

• Format: Hardcover
• Language: English
• ISBN: 0595660533
• ISBN13: 9780595660537
• Release Date: January 2004
• Publisher: iUniverse
• Length: 356 Pages
• Weight: 0.25 lbs.
• Dimensions: 0.9" x 6.0" x 9.0"

Customer Reviews

Highly Recommended!

This book gets the 5 star rating. It is clearly written and easy to understand. Not only does it cover the rules and regulations of lump-sum distributions, but it also clearly explains investment options and how to put together a portfolio.