Current Newsletter:

• LumpSum Distribution Newsletter 01/2011

Previous Articles :

• Lumsum 2010 January Newsletter
  
  
• Lumpsum 2009 December Newsletter
  
  
• Lumpsum 2009 September Newsletter
  
  
• Lump Sum VS. Annuity
  
  
• Lumpsum April Newsletter
  
  
• Lumpsum March Newsletter
  
  
• Lumpsum February Newsletter
  


• Lumpsum January Newsletter
  


• Roth IRA Tax Strategies to Consider
  


• Benefits of the "Stretch IRA" : The importance of your IRA Beneficiary Form

Recommended Strategies:

Choosing an investment advisor is one of several important steps you need to take when rolling over or transferring your 401(K), IRA, or other qualified money.

With over 40 years experience, and over 2 Billion in assets, here at BCG we can help you select the most suitable investments for your retirement. But, selecting investments is one step.

Answering critical questions such as:

• How much will I need for a comfortable retirement?
• How much should I take as income?
• Should I let it grow tax-deferred?
• Should I convert to a Roth IRA?
• Why is naming my beneficiary the most important document I will sign?
• Should I consolidate my IRA’S?
  

Our team is available to guide you.

Call us at 1-877-BCGS IRA (1-877-224-7472)

or send a confidential e-mail to TMonahan@bcgsecurities.com.

We look forward to assisting you.

LumpSumDistribution, Rollover your 401(k) from a qualified retirement plan.