References
The Retirement Revolution: A Strategic Guide to Understanding & Investing Lump-sum Distributions from Qualified Retirement Plans
by Dan L. Flores
Publisher: iUniverse

The Lump Sum Handbook: Investment & Tax Strategies for a Secure Retirement
by Anthony Gallea,
Publisher: Trade Paper, Prentice-Hall

Consumer Information from the Federal Government

The quarterly Consumer Information Center catalog lists more than 200 helpful federal publications. For your free copy, write: Consumer Information Catalog, Pueblo, CO 81009, call 1-888-8-PUEBLO or visit www.pueblo.gsa.gov.

Helpful Links
www.betterinvesting.org
The National Association of Investors Corporation website offers self-guided courses on stocks and mutual funds as well as an archive of educational articles.

www.irs.gov
Internal Revenue Service website offers detailed information about the tax implications of various investment and retirement plans.

The following Professional Associations can provide referrals to qualified financial professionals in your community, as well as information on how to find, interview, work with, and check the disciplinary history of financial professionals.

www.fpanet.org
Financial Planning Association
1-800-322-4237

www.cfp.net
Institute of Certified Financial Planners
1-888-237-6275

www.napfa.org
National Association of Personal Financial Advisors (Fee-only Planners)
1-888-FEE-ONLY

www.aicpa.org
American Institute of Certified Public Accountants
1-888-777-7077

www.iarfc.org
International Association of Registered Financial Consultants
1-800-532-9060

To check the disciplinary history of a financial planner or advisor, visit the Financial Industry Regulatory Authority at www.finra.org.  You can research advisors and brokers on the "Regulatory Enforcement" page.