David M Iannopollo - Retirement Planning - Retirement Planning - People/Relationships

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Expert Profile: David M Iannopollo

Expertise: 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.

Experience in the area
I have over 20 years experience in the business and financial world.

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What do you still hope to achieve/learn in this field? 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.

Average Ratings
Prestige Points: 6630
Knowledge	9.94 Best of the best
Clarity of Response	9.94 Best of the best
Timeliness	10.0 Best of the best
Politeness	10.0 Best of the best
Number Of Questions (in Past 24 Hours)		0
Max Questions to be Asked (in 24 Hour period)		5
Total Questions (since joining AllExperts)		555

Recent Reviews from Users

Knowl	Clarity	Time	Politeness	Date
10	8	10	10	10/11/08
10	10	10	10	10/11/08
10	10	10	10	10/09/08
10	10	10	10	10/09/08
10	10	10	10	10/08/08

User Comments

He was very timely and outlined the crteria for my decision. He did not comment on future inflationary pressures.
(Peter on 10/11/08)

David, Thanks for your help, I appreciate it. Ted
(Ted on 10/11/08)

Thank you David for the advice.
(Jay on 10/09/08)

View All Comments

Ask a Question	View Past Answers	View Ratings

Recent Answers from David M Iannopollo

2008-10-10 long term care: HI Kitty, I'm sorry to hear of your husbands condition. You most likely have nothing to worry about. Insurance companies are required to keep enough money on hand to pay claims. The problems at AIG are...

2008-10-02 401K distribution at 59 1/2: Hi Ron, You will be taxed as ordinary income. You will receive a 1099R at the beginning of next year so it is reported by the company holding your funds. They may also withhold 20% for federal taxes....

2008-09-27 account: Hi David, I believe the account you are referring to is a UBS account. I don't handle UBS products so I am unfamiliar as to what type of account this is. Please let me know what type of account this is...

2008-09-25 Getting Married and Retirement Planning: Your welcome Rachel! I see what your saying but he will have access to the Roth funds as well. You will however want to spend down the tax deferred money first as you wont have to take required minimum...

2008-09-25 Getting Married and Retirement Planning: Hi Rachel, Congratulations on getting married! I wouldn't concentrate heavily on his 401k. I would only contribute enough to get any match the employer is giving and then have him open a Roth IRA. He...