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Retirement Planning/Experts

Expert	Average Ratings	Expertise
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.
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 40	All questions regarding retiring oversees, mainly in Costa Rica, pensionado, rentista and other permanent residencies, also investment opportunities, real estate investments and tax shelters.
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 174	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 View Profile Ask A Question View Past Answers	Knowledgeability 9.92 Clarity of Response 9.94 Timeliness 10.0 Politeness 10.0 Total Questions 867	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.
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 1049	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.

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Recent Answers

2009-11-18 401K withdrawal due to Seperation of Service:

Hi Tammy, Sorry about your husband's layoff. The rule you are speaking of states that an employee must be 55 or older in the year they "separate from service". Since technically he separated from service

2009-11-16 mortgage:

Paul thanks for your question. Hope I can provide some insight for you. Paul your last sentence says it all. You are in your mid 20's and there are some things that I can confidently tell you will

2009-11-13 Retirement planning with 3rd party sick pay:

Hi Tom, Since you have nothing that is considered "earned income" by the IRS, you are correct that you are not eligible for any type of IRA. Since your LTD would probably preclude you from working or

2009-11-13 Immediate Annuity:

Hi Tom, Thanks for the nice feedback! 1) Yes, the internal rate of return is not that great inside of an immediate annuity. While you are withdrawing 7%+, keep in mind that much of that is return

2009-11-11 erisa defined benefit plan:

Dear Delano, If I understand your question correctly, for those plans with which I am familiar, administration costs would be the responsibility of the employer. And as such, these costs would be deductible