Ch. 1. Should You Take the Annuity or the Lump Sum? -- Ch. 2. Overview: The Problem -- Ch. 3. Making the Early Retirement Decision -- Ch. 4. What is a Lump Sum? -- Ch. 5. What Can You Do with a Lump Sum? -- Ch. 6. Taking Income from an IRA -- Ch. 7. Taking a Lump Sum is Not a Do-It-Yourself Project -- Ch. 8. Special Events and the IRA -- Ch. 9. IRA Custodians -- Ch. 10. Financial Planning for the IRA -- Ch. 11. IRA Performance Analysis: How'm I Doin'? -- Ch. 12. Lump-Sum Investment Philosophy -- Ch. 13. Asset Allocation and the Lump Sum -- Ch. 14. Common Stocks and the IRA -- Ch. 15. Bonds in the IRA -- Ch. 16. IRA Inflation Hedges: Precious Metals and Real Estate -- Ch. 17. Mutual Funds and the IRA -- Ch. 18. Professional Money Managers for the Lump Sum -- Ch. 19. Municipal Bonds and the Companion Account -- Ch. 20. How to Make a Small Fortune (First Take a Large Fortune and ...) -- Ch. 21. Investment Taxes Outside the IRA -- Ch. 22. The Lump Sum and Your Estate
Ch. 23. Putting it Altogether: A Case Study -- Appendix 1 A Lump-Sum Library -- Appendix 2 IRS Forms, Brochures, and Letter Rulings -- Appendix 3 Financial Planning
