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| Expert | Average Ratings | Expertise |
|---|---|---|
Rob DruryU.S.
Available
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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 DiDomenicoU.S.
Available
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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 CordobaU.S.
Available
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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, CFPU.S.
Available
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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 IannopolloU.S.
Available
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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, LUTCFU.S.
Available
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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 FritzlerU.S.
On Vacation
returns 06/18/2013 |
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. |
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
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
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
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
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
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