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ExpertAverage RatingsExpertise

Paul Sid, CPA CFA

U.S.
Available
  • Knowledgeability 9.94
  • Clarity of Response 9.66
  • Politeness 10.00
  • Response Time(hr) 14.0
  •  --Last 90 Days(hr) 18.2
  • Total Questions 80
 I am a CPA and CFA with more than 20 years of assisting others to address a wide variety of tax and financial issues, including: (a) tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA; (b) starting date considerations for social security benefits and related tax liabilities; (c) computation of book and tax basis, gains and losses on investments, §1031 exchanges; (d) tax benefits and deductions on principal residence, vacation homes, and investment properties; (e) acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation; (f) tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement; (g) review of college funding options and tax attributes; (h) tax computation and investment considerations for fixed and variable annuities; (i) tax considerations relating to gifting by parents and grandparents; (j) tax on employee benefits programs including retirement plans, health insurance, and other benefits; (k) tax on inherited assets including assets, insurance, and other assets. Paul Sid, CPA CFA
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Willard R. Brumbaugh, LUTCF

U.S.
Available
  • Knowledgeability 9.93
  • Clarity of Response 9.84
  • Politeness 9.94
  • Response Time(hr) 14.3
  •  --Last 90 Days(hr) 7.5
  • Total Questions 1207
 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 E. Reyes, CFP

U.S.
Available
  • Knowledgeability 9.94
  • Clarity of Response 9.76
  • Politeness 9.98
  • Response Time(hr) 32.6
  •  --Last 90 Days(hr) 20.1
  • Total Questions 289
 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.

Joe DiDomenico

U.S.
Available
  • Knowledgeability N/A
  • Clarity of Response N/A
  • Politeness N/A
  • Response Time(hr) N/A
  •  --Last 90 Days(hr) N/A
  • Total Questions 0
 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 h ow 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 9.71
  • Clarity of Response 9.71
  • Politeness 10.00
  • Response Time(hr) 43.4
  •  --Last 90 Days(hr) 49.0
  • Total Questions 37
 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.

David M Iannopollo

U.S.
Available
  • Knowledgeability 9.92
  • Clarity of Response 9.93
  • Politeness 10.00
  • Response Time(hr) 12.1
  •  --Last 90 Days(hr) 21.1
  • Total Questions 1102
 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.

Recent Answers

2012-02-01 401k Contribution:

Donnie, thanks for your information. Depending on your marital status you and your spouse may be able to also contribute into a traditional IRA and take either full or partial deduction for your contribution

2012-01-25 401k Plan, Forced Distribution:

Hi Lori,    Very sorry to hear of your situation.    The trustee can not override rules of the plan. Although you may not be able to rollover until October, you should be able to get your money as a distribution

2012-01-22 required 403b withdrawals:

Hi Jack,    403(b). If you are still working at age 70½ and have a 403(b), you may be able to delay distributions from that account until April 1 of the year after you retire.    Definition of retirement

2012-01-17 401K Roll Over:

Hello Mary,    Yes these are turbulent times we live in and I understand your concerns.  First of all I would move to an IRA ASAP.  401k plans tend to be very expensive and you may soon see that fees are

2012-01-16 401K Roll Over:

Dear Diane,    Your residency in New York makes the task a little tougher, but I do have some ideas that come close to what you desire. I believe that you should move your money out of the 401(k). Most

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