TITLE

Managing Retirement Assets (Part 1)

AUTHOR(S)
Jones, Dan
PUB. DATE
May 2007
SOURCE
PN;May2007, Vol. 61 Issue 5, p14
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers information on how to appropriately manage the process of one's retirement plan. It is suggested that one must consult a financial adviser to fully understand the options of paying ordinary income on his retirement savings. The author also suggests that the most efficient way to transfer the funds from a company retirement plan to a rollover Individual Retirement Account (IRA) is to make a direct trustee-to-trustee transfer.
ACCESSION #
24850978

 

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