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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 |
|---|---|---|---|---|---|---|
| John | 11/13/09 | 10 | 10 | 10 | 10 | Prompt reply. Many thanks. |
| Tom | 11/13/09 | 10 | 10 | 10 | 10 | He wrote a lot! What deal! |
| Kimberly | 11/13/09 | 10 | 10 | 10 | 10 | Thank you so much for the information ..... |
| Tom | 11/13/09 | 10 | 10 | 10 | 10 | Very happy that he read my stuff ..... |
| Winnie | 10/22/09 | 8 | 10 | 10 | 10 | Thanks David, That was my problem, I ..... |
Recent Answers from David M Iannopollo
2009-11-18 401K withdrawal due to Seperation of Service:
Hi Tammy, Sorry about your husband's layoff. The rule you are speaking of states that an employee must be 55 or older in the year they "separate from service". Since technically he separated from service
2009-11-13 Retirement planning with 3rd party sick pay:
Hi Tom, Since you have nothing that is considered "earned income" by the IRS, you are correct that you are not eligible for any type of IRA. Since your LTD would probably preclude you from working or
2009-11-13 Immediate Annuity:
Hi Tom, Thanks for the nice feedback! 1) Yes, the internal rate of return is not that great inside of an immediate annuity. While you are withdrawing 7%+, keep in mind that much of that is return
2009-11-10 Immediate Annuity:
Hi Tom, If you don't care about leaving anything behind and do not want access to or control of your principal, this would probably be a good choice as it is giving you a withdrawal rate of over 7%. As
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
Answers by Expert:
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