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Personal Investment & Financial Planning Q`s/Experts

Expert	Average Ratings	Expertise
Bruce Julien U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.92 Clarity of Response 9.93 Timeliness 10.0 Politeness 9.96 Total Questions 277	I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.
John D Smith, CFP Available View Profile Ask A Question View Past Answers	Knowledgeability 9.83 Clarity of Response 9.89 Timeliness 9.89 Politeness 9.98 Total Questions 1367	I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.

Expert

Average Ratings

Expertise

Bruce Julien

U.S.

Available

I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.

John D Smith, CFP

Available

I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.

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Recent Answers

2009-11-03 IRA/401K early distribution:

Don't take money out of your retirement plan to pay off debt. You will lose half your money to taxes and penalties so you will not have much to pay the cards off Talk directly to the card companies

2009-10-31 IRA:

David You have to ask TRPrice I can't offer specific investment advise on this forum. If they can't help you shouldn't work with a no load firm directly, solo. You need to have a local fee based

2009-10-29 IRA divorce rules:

Hi. Each state has their own set of rules in figuring splits between divorced spouses and the final determination will typically come down to what the attorneys and courts agree to. If the IRA account(s)

2009-10-25 Retirement & Education planning:

Hi. Since you live in India, these questions are outside of my area of expertise. In regards to a website or other resource, I am not familiar with any that will have meaningful information specific to

2009-10-22 IRA:

Hi. Yes, you can roll the IRA into another IRA at a qualified financial institution. When doing so, as long as it is whats called a trustee-trustee transfer then no taxes are due. If you are adverse to

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