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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 9.94 Timeliness 10.0 Politeness 9.96 Total Questions 304	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 9.90 Politeness 9.98 Total Questions 1409	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

2010-02-08 IRA CASHOUT:

Income is income and you claim it even if on DI Call your own advisor or the institution where the money is for purposes of casing in - every firm has diferent rules for how to get your money Good

2010-02-04 Retirement IRA / Bonds:

Hi. Your question is a good one and I will start my answer by saying each person's unique situation should drive how they investment their portfolios. In your situation, if you do not need to take on risk

2010-02-04 Minors as insurance beneficiaries:

Hi. Florida is a state that acknowledges UTMA and the applicable age is 21. What this means is if the proceeds of the insurance policy went to your kids in a UTMA arrangement, the person you named to take

2010-02-01 Future Investment for a poor 22 year old:

Hi. It is difficult to answer your question with any degree of detail since the right way to invest and manage your financail affairs is dependent on your specific sitation. In light of this, I would like

2010-01-25 401K ?:

Michele nothing for you to do but go and eat the 10% penalty. Even with no other taxable income you pay the 10% which does in fact, stink. Fortunately you withheld some tax against the checks, and possibly

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