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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!
I have over 25 years experience in the business and financial world.
Life experience has been my greatest education!
I think that there is alot of misinformation out there in regards to financial planning. I have a desire to help people understand and be able to make informed decisions.
| User | Date | K | C | P | Comments |
|---|---|---|---|---|---|
| Monte | 05/03/12 | 10 | 10 | 10 | thank you very very much |
| ang | 05/01/12 | 10 | 10 | 10 | David has gone above & beyond educating ..... |
| Pat | 04/25/12 | 10 | 10 | 10 | Thank you so much for your fast ..... |
| Rich | 04/05/12 | 10 | 10 | 10 | Very helpful. Thanks David! |
| Vergel | 04/01/12 | 10 | 10 | 10 | Thank you David. I looked at the ..... |
I was assuming you were in your 60's since that's when most people retire (your lucky!). The strategy I outlined would work even better for you. If you liquidated your 457 to buy the property, it may leave
Hi Kim, There are several questions you need to ask yourself. While I don't like the idea of paying interest out while you are in retirement, it could be a viable option. The question is, can I earn
Your welcome Ang! If they are using income and not assets to determine whether you are eligible for senior rental, this could be a different story. If you needed to reduce your income by $6000, you would
Hi Ang, At your age, it would not be a good idea to convert a traditional IRA to a Roth. You would not have enough time to offset the huge tax bill you would get and, yes you would have to wait five years
Hi Gary, I'll try to answer all of your questions the best I can, but keep in mind, all pensions can have different rules depending on how they are written. Without knowing the rules of your pension
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