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

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    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 .....

Recent Answers from Daniel Cordoba

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

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

It may be better to move your money into a money market market account until the Fed meets again as they are discussing rate hikes. It may be that you may get a much better rate.

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


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