Client Brochure: Large Cash Payouts.

The Federal Government estimates that inheritances, which stood at $110 billion in 1995, will reach $340 billion by 2015. Employees who participate in a 401(k) plan or other retirement program could receive a six- or seven-figure cash settlement when they retire. No doubt some of your clients will be receiving large cash payouts. In lieu of this, the Forum for Investor Advice has published a new brochure intended to help benefactors of large sums of money cope with their financial windfall. The brochure...