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Retirement Planning/Expert Profile

Daniel Cordoba

U.S.

Available

Expertise

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 www.danielcordoba.com 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.

Publications

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

Education/Credentials

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

User	Date	K	C	P	Comments
Mary	01/24/12	10	10	10	Thanks Daniel
Mike	11/08/11	10	10	10	Thanks!
jo	11/03/11	10	10	10
Bob	09/11/11	10	10	10
Brian	03/16/11	8	8	10

Recent Answers from Daniel Cordoba

2012-02-28 SEP IRA:

Yes I understand that to be the case. You can participate in as many retirement plans as you are able to however, your total contribution cannot exceed the $15,500 total. This rule does have an exception

2012-02-27 SEP IRA:

The code states that you cannot contribute anymore than the total allowable investment of $15,500 amongst any variety of plans if you are below 50. In your case, you would have maximized your contribution

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

2011-11-08 457:

Hi Mike, The answer lies within the plan summary document. You can request that document from Valic; they must provide you a copy. I would think that Valic would allow you to roll the funds into an

2011-10-26 IRA:

Hi Jo, The IRS is only concerned with the total value of the IRAs combined. The RMD may be taken out of one IRA if you wish and when it is depleted you may take it from the other. However, As I started

Retirement Planning

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