Rolling Over
Retirement Investing in Uncertain Times
by
Book Details
About the Book
Rolling Over-Retirement Investing in Uncertain Times is a perfect reference for the investor who wants to get a better understanding of the basics of retirement and estate planning.
Author Jerald L. Aloof brings over 18 years' experience in guiding investors through the oftentimes-complicated steps of establishing retirement plans, managing retirement assets and preparing for the distribution of these assets through effective estate planning.
In a detailed, though clearly written guide, Aloof highlights the areas that the retired and soon-to-be retired investor should focus on. Rolling Over-Retirement Investing in Uncertain Times covers a wide range of investing topics, including:
- The basics of investing
- Retirement planning
- The stretch IRA
- Estate planning
- Asset allocation
About the Author
Jerald L. Aloof has been a practicing financial advisor since 1986 when he began his career in New York City?s financial district with EF Hutton & Co.
In May, 2003 Jerry affiliated with Royal Alliance Associates, Inc., a member of the AIG Advisor Group, and formed JL Aloof Financial Services, LLC.
Jerry?s practice specializes in Retirement Planning, particularly in the area of Retirement Plan Rollovers.
The high degree of his clients? satisfaction is evidenced by the fact that many of Jerry?s clients refer their friends and relatives to take advantage of his services.
Jerry Aloof lives in Edison, New Jersey with his wife, Rachelle. They have six children, Shaynde, Daniella, Dov, Goldie, Moshe and Elleonna.