Lump Sum Handbook : Investment and Tax Strategies for a Secure Retirement

Name: Lump Sum Handbook : Investment and Tax Strategies for a Secure Retirement
Price: 3.59 USD
Availability: InStock
ISBN: 9780131003064

ISBN-10: 0131003062

ISBN-13: 9780131003064

Edition: N/A

Authors: Anthony Gallea

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Book details

Publisher: Prentice Hall Press
Binding: Paperback
Pages: 1
Size: 6.00" wide x 9.00" long x 1.25" tall
Weight: 1.188
Language: English

Introduction
Should You Take the Annuity or the Lump Sum?	p. 1
Overview: The Problem	p. 17
Making the Early Retirement Decision	p. 25
What is a Lump Sum?	p. 31
What Can You Do with a Lump Sum?	p. 41
Taking Income from an IRA	p. 57
Taking a Lump Sum is Not a Do-It-Yourself Project	p. 83
Special Events and the IRA	p. 107
IRA Custodians	p. 115
Financial Planning for the IRA	p. 123
IRA Performance Analysis: How'm I Doin'?	p. 139
Lump-Sum Investment Philosophy	p. 155
Asset Allocation and the Lump Sum	p. 167
Common Stocks and the IRA	p. 181
Bonds in the IRA	p. 201
IRA Inflation Hedges: Precious Metals and Real Estate	p. 225
Mutual Funds and the IRA	p. 233
Professional Money Managers for the Lump Sum	p. 247
Municipal Bonds and the Companion Account	p. 269
How to Make a Small Fortune (First Take a Large Fortune and ...)	p. 277
Investment Taxes Outside the IRA	p. 283
The Lump Sum and Your Estate	p. 295
Putting it Altogether: A Case Study	p. 313
Epilogue	p. 323
Appendix 1 A Lump-Sum Library	p. 327
Appendix 2 IRS Forms, Brochures, and Letter Rulings	p. 331
Appendix 3 Financial Planning	p. 337
Index	p. 343
Table of Contents provided by Blackwell. All Rights Reserved.