You are here:

Retirement Planning/Experts

ExpertAverage RatingsExpertise

Rob Drury

U.S.
Available
  • Knowledgeability 10.00
  • Clarity of Response 10.00
  • Politeness 10.00
  • Response Time(hr) 28.3
  •  --Last 90 Days(hr) 14.3
  • Total Questions 12
 Retirement planning, tax qualified retirement plans (401(K), IRAs, etc.), mutual funds, insurance used in retirement planning, estate planning (tax planning, transfer of assets, creditor protection).

Joe DiDomenico

U.S.
Available
  • Knowledgeability 9.88
  • Clarity of Response 9.88
  • Politeness 9.88
  • Response Time(hr) 81.5
  •  --Last 90 Days(hr) 112.0
  • Total Questions 31
 I can answer any questions related to Individual Retirement Accounts (IRA). This includes what can and can't be done with an IRA because of IRS regulations. I can also answer questions about the different types of retirement accounts and how they apply to different people in different situations. I can help direct people on what steps to take next with their retirement accounts.

Daniel Cordoba

U.S.
Available
  • Knowledgeability 9.75
  • Clarity of Response 9.75
  • Politeness 10.00
  • Response Time(hr) 52.0
  •  --Last 90 Days(hr) 131.9
  • Total Questions 47
 I am able to effectively and reliably answer questions that are related to self-directed IRAs, funding a business with an IRA or 401k and business exit strategies. I cannot answer questions that are considered to be direct investment advice or speculation on return on investment. I will not and cannot answer questions that are related to securities. I will not and cannot answer questions that require specific legal advice.

Richard E. Reyes, CFP

U.S.
Available
  • Knowledgeability 9.95
  • Clarity of Response 9.80
  • Politeness 9.98
  • Response Time(hr) 32.1
  •  --Last 90 Days(hr) 41.8
  • Total Questions 321
 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.

David M Iannopollo

U.S.
Available
  • Knowledgeability 9.93
  • Clarity of Response 9.93
  • Politeness 10.00
  • Response Time(hr) 12.6
  •  --Last 90 Days(hr) 12.8
  • Total Questions 1178
 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. I can also show you how to take advantage of the stock market gains without the risk of loss!

Willard R. Brumbaugh, LUTCF

U.S.
Available
  • Knowledgeability 9.93
  • Clarity of Response 9.84
  • Politeness 9.94
  • Response Time(hr) 14.2
  •  --Last 90 Days(hr) 18.8
  • Total Questions 1248
 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.

Richard Fritzler

U.S.
On Vacation
returns 06/18/2013
  • Knowledgeability 9.64
  • Clarity of Response 9.64
  • Politeness 9.86
  • Response Time(hr) 48.0
  •  --Last 90 Days(hr) 54.9
  • Total Questions 59
 We do not sell insurance, we are not money managers. Our programs allow you to make any investment and pay a far lower tax. Whatever your plan, you will be more successful, by drastically lowering the taxes that are owed. Your retirement will grow faster.

Recent Answers

2013-05-15 home sale:

Thanks for your question. If you sell your primary residence there is no federal taxes to be paid on the sale assuming you are single and your profit is under $250,000. However, on the sale of the investment

2013-05-13 annuity after surrender period ends:

Dear Lee,    You are correct in everything you have surmised. However, current interest rates on the accumulation value throughout the industry are less than 3%. It may be that you are better off to remain

2013-05-11 annuity after surrender period:

Lee thanks for your question and I hope I can give you some insight and help in your decision making.     First, I am not sure what type of annuity you have whether it is a true fixed annuity or some kind

2013-05-02 Social Security:

Hi Larry,    She can not get both, but she will get whatever amount is higher. If it works out to her benefit, she could also wait to take hers at age 70 while still collecting from your uncles SS so that

2013-05-01 Inheritance $:

Hi Bud,    That's a hard question to give you a definitive answer without knowing more about your financial situation. If interest rates in Canada are anything like they are here in the US, it's quite

More Answers in Category Retirement Planning


Retirement Planning

All Answers

Answers by Expert:

Ask Experts

Volunteer

©2013 About.com. All rights reserved.