TITLE

Opportunity Knocks With Plan Rollovers

AUTHOR(S)
Arrowwood, Janet C.
PUB. DATE
August 2000
SOURCE
Advisor Today;Aug2000, Vol. 95 Issue 8, p24
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Presents guidelines for financial planners on how to manage assets of clients which were acquired through retirement. Plan alternatives; Reasons for believing in clients who have personal control over their retirement money; Advantages and disadvantages of having retirement assets in a personal individual retirement account.
ACCESSION #
3413050

 

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