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Michael Curry

Canada
Available
Canadian Reverse Mortgages - Equity Mortgages - CHIP If you have any questions regarding HomEquity Bank's equity mortgages or CHIP reverse mortgages I will be happy to answer them. Please ask me any questions regarding residential mortgages in Ontario, Canada. This includes first and second mortgages, refinancing, renewals, debt consolidation, home equity lines of credit, and reverse mortgages. Please note: I will not be able to answer any questions regarding mortgages outside of Canada. Mortgages are regulated in Canada and the laws will be different in another country - please contact a mortgage professional licensed in your home country.

Michelle

U.S.
Available
I can answer questions about Social Security eligibility, benefits and income taxation. I cannot answer questions about employer pensions, 401(k)s, IRAs or other private retirement funds.

Richard E. Reyes, CFP

U.S.
Available
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
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!

Daniel Cordoba

U.S.
Available
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.

Willard R. Brumbaugh, LUTCF

U.S.
Available
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.
Available
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.

Rob Drury

U.S.
Available
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).

Recent Answers

2016-11-28 I.R.A. due to mature:

Bob,    The reason I divorced myself from the stock market is its unpredictable nature. If I were to say variable is better, I could be leading you astray. Were I to say fixed is better, the market could

2016-11-24 I.R.A. due to mature:

Generally speaking.    Money market funds are the lowest yielding investments but they are very liquid (easily transferred).    Investments whether IRA or non-IRA are not different from each other.  The

2016-11-23 I.R.A. due to mature:

Bob,    Short term plans necessarily provide low yields. However, I have knowledge of a company in New Jersey that will pay 2.0% for a three year term and 2.4% for a five year term. If we had larger accounts

2016-11-23 I.R.A. due to mature:

Dear Bob,    Thank you for your questions. Yes, banks do have different frequencies of interest compounding. However, you should be able to do better by moving your IRA into an insurance company's annuity

2016-11-22 I.R.A. due to mature:

Hi Bob,  The difference between interest rates from these 2 banks on $9000 over three years would be around $50. Unfortunately, interest rates are so low that you won't do much better, if at all from any

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