| Name | Expertise | Status |
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Scott DeMonte
U.S.
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| A notable expert in annuities, variable, fixed and equity index products, with an emphasis on variable annuity products. I can answer questions on living benefits, taxation of annuity proceeds, the risks and benefits of all annuity products. Also, with my vast experience as a financial adviser I can answer general investing questions. I will always give you the facts, good or bad. | Available
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Josh Elliott
U.S.
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| Annuities and life insurance only please. | Available
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Richard E. Reyes, CFP
U.S.
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| I can answer questions in Spanish as well as English. I can provide answers to questions relating to retirement especially relating to; income distribution, tax efficiency, long-term care insurance, life insurance, estate planning, asset protection, variable and fixed annuities, alternative investments and prudent portfolio design. | Available
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David M Iannopollo
U.S.
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| I am a professional financial advisor who can assist you with answers on mutual funds, annuities, IRA's, rollovers, qualified and non-qualified retirement plans, retirement planning, educational planning, life, disability and LTC insurances. | Available
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Lic.Gregory Kearney Lawson
Costa Rica
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| All questions regarding retiring oversees, mainly in Costa Rica, pensionado, rentista and other permanent residencies, also investment opportunities, real estate investments and tax shelters. | Available
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Willard R. Brumbaugh, LUTCF
U.S.
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| I have answered many questions regarding 401ks, IRAs and annuities as well as life insurance.
I have been counselling against most Qualified Plans since 1994. | Available
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Aaron Hall
U.S.
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| I can answer questions regarding asset allocation, investment selection, investment managers, hedge funds, investment expenses, most common tax shelters, retirement accounts. | Available
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2008-06-30 cashing out a 401k plan: Hello Nancy, I feel for your position as I have two children as well and the cost of college is astronomical. If you cash out the 401 k plan, I assuming it is with an ex-employer, then there will be...
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2008-06-28 403 B: Dear Sanjay, I suggest that you move both accounts into a pour-over IRA. Since you are no longer associated with the sponsoring company, there is no need or justification to leave your funds with that...
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2008-06-28 roth I.r.a. vs Deffered comp.: Hi Don, Since you have already paid taxes on your Roth contributions, you cannot move it to your deferred comp, which is most likely a tax deferred account. It probably wouldn't be a good move either...
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2008-06-28 Follow Up Self-Directed IRA Question: John, I'm not an expert on this area, largely because I never recommend these types of transactions (my clients mainly have low expense exchange traded mutual funds). You should talk to people who offer...
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2008-06-27 401k: Hi Dennis, If you take a lump sum distribution, you will be taxed as ordinary income on the entire amount. If you rollover to an IRA, you can take withdrawals as you need them and only pay taxes on the...
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