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- David M Iannopollo
Retirement Planning/Expert Profile
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. I can also show you how to take advantage of the stock market gains without the risk of loss!
Experience in the area
I have over 25 years experience in the business and financial world.
Education/Credentials
Life experience has been my greatest education!
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
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response P = Politeness| 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 ..... |
Recent Answers from David M Iannopollo
2012-05-15 2nd Home Purchase:
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
2012-05-15 2nd Home Purchase:
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
2012-04-29 IRA conversion:
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
2012-04-28 IRA conversion:
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
2012-04-13 FERS:
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
Answers by Expert:
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