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The Lump Sum Advisor : What to Do Whenever You Receive a Lump Sum Distribution by Gallea, Anthony M., Gallea, Gallea, M. Anthony, Gallea, Anthony is a business book available to read on EtoBox.

What is The Lump Sum Advisor : What to Do Whenever You Receive a Lump Sum Distribution about?

In The Lump Sum Advisor, well-known author and successful portfolio manager Anthony Gallea shares with you the proven strategies he's used to help his clients set and achieve their personal financial goals through a lump-sum distribution.<br> <br> 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.<br> <br> 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:<br> -Make the most of your retirement nest egg<br> -Negotiate an early retirement or early buyout offer<br> -Avoid state and federal taxes<br> -Plan a consistent investment strategy that is appropriate for your situation<br> -Minimize or even eliminate estate taxes<br> -Protect IRAs and retirement savings from nursing home costs, divorce settlements, and other catastrophes<br> Put the Lump Sum Advisor to work for you and make sure that you

Who reads The Lump Sum Advisor : What to Do Whenever You Receive a Lump Sum Distribution?

Author

Gallea, Anthony M., Gallea, Gallea, M. Anthony, Gallea, Anthony

Publisher

Prentice Hall Press

Published

1999

Language

EN

ISBN

9780735200739

Category

business

Subjects

Management, Economics, Finance

Rating

4 / 5 (1 ratings)

Updated

2026-03-14