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.

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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.

United States, Methods, Planning, Evaluation, Portfolio management, Retirement income

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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.

Taxation

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