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Retirement Planning/Experts

Expert	Average Ratings	Expertise
Lic.Gregory Kearney Lawson Costa Rica Available View Profile Ask A Question View Past Answers	Knowledgeability 9.60 Clarity of Response 10.0 Timeliness 9.60 Politeness 10.0 Total Questions 38	All questions regarding retiring oversees, mainly in Costa Rica, pensionado, rentista and other permanent residencies, also investment opportunities, real estate investments and tax shelters.
Josh Elliott U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 10.0 Clarity of Response 10.0 Timeliness 10.0 Politeness 10.0 Total Questions 58	Annuities and life insurance only please.
Aaron Hall U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.88 Clarity of Response 9.93 Timeliness 9.84 Politeness 10.0 Total Questions 137	I can answer questions regarding asset allocation, investment selection, investment managers, hedge funds, investment expenses, most common tax shelters, retirement accounts.
James Mooney U.S. Available View Profile Ask A Question	Knowledgeability N/A Clarity of Response N/A Timeliness N/A Politeness N/A Total Questions 5	I can answer questions on 401k rollovers, Annuities (Fixed and Variable), Insurance, IRA's (Roth and Traditional), specific company plans, Pensions, Bonds, Stocks, ETF's,and Financial Planning.
Richard E. Reyes, CFP U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.93 Clarity of Response 9.72 Timeliness 9.76 Politeness 9.97 Total Questions 172	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.
Willard R. Brumbaugh, LUTCF U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.94 Clarity of Response 9.90 Timeliness 9.97 Politeness 9.95 Total Questions 1046	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.
David M Iannopollo U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.92 Clarity of Response 9.94 Timeliness 10.0 Politeness 10.0 Total Questions 859	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.

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Recent Answers

2009-11-06 Early Retirement:

Dear Richard, The short answer is me. For the record, I am now licensed in seven states. The most recent is Connecticut, this due directly to answering questions at this site. I have answered more questions

2009-11-06 Early Retirement:

If she is a do-it-yourselfer, she can read lots of books that discuss retirement income planning. Or if she isn't, she can find someone who has already done that work. There are designations that those

2009-11-06 Early Retirement:

Hi Richard, I guess it would really depend on the amount of assets she has and how complicated her needs may be. If she feels that she needs to do some comprehensive planning, she would probably be best

2009-11-04 Roll over into real estate:

Hi Keri, Purchasing real estate inside of an IRA requires you to open a "self directed IRA". This is not something I deal with and you would have to find a custodian that handles these. So I probably

2009-10-29 Conveting MPP to 401(k):

Dear Tracie, It appears that you may have been asking the wrong questions. If you mean a Money Purchase Plan, that is the same in function as a 401(k). The alternatives would have been a Defined Benefit