Retirement Planning/Expert Profile

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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.

Experience in the area

My overall expertise, media information and experience can be viewed on my personal page I have been in the self-directed IRA advisory business since 2000; which is an eternity for our industry. I have been quoted, featured or referenced to by many of the major media such as ABC World news, Kiplingers, Forbes, Wall Street Journal and many other media outlets.


Author: From Wall Street To Main Street, Your Guide to Self-Directed Investing ISBN 978-0-615-22308-7 Author: From Wall Street to Main Street, How to Determine the Self-Directed IRA or Self-Directed 401k(k)Plan that Fits Your Needs ISBN 978-0-557-17478-2


BA Business Management, University of Phoenix 1985

Awards and Honors

2009, FIVE STAR Wealth Manager Client Satisfaction, Crescendo Business Services/Texas Monthly Magazine 2009, 2010 Best of Local Business Award, US Local Business Association

Past/Present Clients

Unable to do so contractually.

Average Ratings

Recent Reviews from Users

Read More Comments

    K = Knowledgeability    C = Clarity of Response    P = Politeness
Carl09/30/14101010Thanks. I thought that was the answer .....
Ali M.06/03/14101010 
Brian07/25/12101010Dan you answered the best you could .....
Mary01/24/12101010Thanks Daniel

Recent Answers from Daniel Cordoba

2014-07-08 Cashing out a 401k:

Paula,    Thanks for the question.    Generally speaking, once an individual turns 59 1/2 in most plans they are eligible to roll the funds into an IRA or take distribution without penalty.  However, the

2014-05-29 finances:

Ali,    You have some very good questions and in an interesting situation.  I wish I could answer the question right off but there is a lot to learn about you, your future situation, risk tolerance both

2013-07-07 401k:

Hi Nel,    Today is fortuitous for you!  I invite to visit our web site and learn about checkbook control of an IRA.  This will give you an option and a step in right direction to practice investing outside

2013-04-10 Can 410K distribution reverse?:

Steve,    This ultimately a question your tax advisor needs to give you because of your overall income and tax situation.    Yes it is true once it gets into the grubby hands of the Treasury Department

2013-03-03 roth conversion:

Hello K,    I apologize for the delay I have been on vacation and forgot to notify AllExperts.    The conversion is simple.  Wherever you currently have your IRA ask your IRA custodian (the 800 number


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