The Retirement Revolution

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

by Dan L. Flores



Book Details

Language : English
Publication Date : 1/5/2004

Recognition Programs

Format : Softcover
Dimensions : 6x9
Page Count : 355
ISBN : 9780595297900
Format : Hardcover
Dimensions : 6x9
Page Count : 355
ISBN : 9780595660537
Format : E-Book
Dimensions : N/A
Page Count : 355
ISBN : 9780595750740

About the Book

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.

About the Author

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.