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Retirement Planning/Experts

ExpertAverage RatingsExpertise

Willard R. Brumbaugh, LUTCF

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.

David M Iannopollo

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!

Rob Drury

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).

Daniel Cordoba

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.


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

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.

Michael Curry

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.

Recent Answers

2016-07-19 Social Security:

Vicki,    As long as you remain unmarried, in the scenario you describe, you would be entitled to $350 in benefits in addition to the $850 in benefits you would receive based on your own record.    See

2016-07-18 Rolling over a 401k to a conservative option that is safe from market fluctuations:

Thanks for your question. I hope I can give you a little insight.     First and foremost I will tell you that this is usually not something you can do yourself. I have been in business over 18 years and

2016-07-12 Nuveen:

Thanks for your question. Hope this helps.     I am not certain what your complete situation is so I am only going to provide you my observation. It seems you have a lot of individual bonds that you want

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