How to handle a lump sum
Article Abstract:
Many people receive a lump-sum distribution on retirement. Most are capable of investing this money after they have learnt about basic principles, but it can also be worth seeking the help of a financial adviser.
Publication Name: New Choices: Living Even Better After 50
Subject: Seniors
ISSN: 1085-1003
Year: 2000
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Investing for retirement with mutual funds
Article Abstract:
Strategies for meeting retirement goals by investing in the right mix of mutual funds are discussed. Information on asset allocation and portfolios for four common midlife scenarios are included.
Publication Name: New Choices: Living Even Better After 50
Subject: Seniors
ISSN: 1085-1003
Year: 1999
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Reducing the tax bite on mutual funds
Article Abstract:
Ways in which a portfolio of mutual funds can be adjusted to minimize taxes on them are discussed. They include switching to tax-efficient funds.
Publication Name: New Choices: Living Even Better After 50
Subject: Seniors
ISSN: 1085-1003
Year: 2000
User Contributions:
Comment about this article or add new information about this topic:
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