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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.
Experience in the area
I have over 20 years experience in the business and financial world.
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 T = Timeliness P = Politeness| User | Date | K | C | T | P | Comments |
|---|---|---|---|---|---|---|
| Winnie | 10/22/09 | 8 | 10 | 10 | 10 | Thanks David, That was my problem, I ..... |
| steve | 10/02/09 | 10 | 10 | 10 | 10 | Thanks for the quick and straight forward ..... |
| Don | 10/01/09 | 10 | 10 | 10 | 10 | Thank you |
| loretta | 09/29/09 | 10 | 10 | 10 | 10 | |
| Lisa | 09/19/09 | 10 | 10 | 10 | 10 | The information was clear and concise; I've ..... |
Recent Answers from David M Iannopollo
2009-11-06 Early Retirement:
Hi Richard, I guess it would really depend on the amount of assets she has and how complicated her needs may be. If she feels that she needs to do some comprehensive planning, she would probably be best
2009-11-04 Roll over into real estate:
Hi Keri, Purchasing real estate inside of an IRA requires you to open a "self directed IRA". This is not something I deal with and you would have to find a custodian that handles these. So I probably
2009-10-26 401b:
Hi Larry, 403b's are eligible for rollovers, however, since a 403b is funded with pre-tax contributions and a Roth is funded with after tax contributions, you cannot rollover these funds to a Roth without
2009-10-22 excess roth IRA contribution:
Hi Kathy, First off, please realize that I am not an accountant so this would not be my area of expertise as I do not do taxes or give tax advice. Call the company that handles your Roth IRA. They
2009-10-21 401K rollover to IRA:
Hi Winnie, I cannot find your specific situation on the SS website, but I do not believe you would be affected by rolling over your 401k. I would check to make sure by calling SS or try using one of their
Answers by Expert:
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