The Lump sum advisor
What to do whenever you receive a Lump Sum distribution
Résumé
Whether you're preparing for retirement, facing a layoff, or considering a buyout after a company sale, you face the important decision of how and when to take a lump-sum distribution of your 401(k), pension, or profit-sharing plan.
Gallea, whose guidance is widely sought by financial clients and news media alike, can help you make the appropriate choices to help you protect your savings from taxes, penalties, fees, and poor-yield investments. You'll find invaluable advice on ways to:
- Make the most of your retirement nest egg
- Negotiate an early retirement or early buyout
offer
- Avoid state and federal taxes
- Plan a consistent investment strategy that is
appropriate for your situation
- Minimize or even eliminate estate taxes
- Protect IRAs and retirement savings from nursing
home costs, divorce settlements, and other
catastrophes
Put The Lump Sum Advisor to work for you and make sure t at y savings help you achieve your financial goals.
L'auteur - Anthony M. Gallea
Anthony M. Gallea is Senior Portfolio Management Director with Salomon Smith Barney, where he enjoys wide latitude in constructing investment strategies to fit the needs of a diverse group of clients and oversees the management of over $700 million for clients in the U.S. and abroad. He is the author (with William Patalon 111) of Contrarian Investing, also published by Prentice Hall Press.
Caractéristiques techniques
| PAPIER | |
| Éditeur(s) | NYIF |
| Auteur(s) | Anthony M. Gallea |
| Parution | 01/01/1999 |
| Nb. de pages | 323 |
| Format | 16 x 23.5 |
| Poids | 700g |
| EAN13 | 9780735200739 |
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