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Retirement Planning/David M Iannopollo
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-11-23 | Matt | 10 | 10 | 10 | 10 | No | |
| 2009-11-23 | Matt | 10 | 10 | 10 | 10 | No | Thank you very much for your informative, quick response! |
| 2009-11-13 | John | 10 | 10 | 10 | 10 | No | Prompt reply. Many thanks. |
| 2009-11-13 | Tom | 10 | 10 | 10 | 10 | No | He wrote a lot! What deal! |
| 2009-11-13 | Kimberly | 10 | 10 | 10 | 10 | Yes | Thank you so much for the information it answered my questions and then some. What you all do means so much to people like me who have nowhere to turn for answers. Thank you again for your assistance. |
| 2009-11-13 | Tom | 10 | 10 | 10 | 10 | No | Very happy that he read my stuff and gave clear, straighforward advice! |
| 2009-10-22 | Winnie | 8 | 10 | 10 | 10 | Yes | Thanks David, That was my problem, I could not find the answer on the website. I will take your suggestion and call SSD for the answer. |
| 2009-10-02 | steve | 10 | 10 | 10 | 10 | No | Thanks for the quick and straight forward answer!!! |
| 2009-10-01 | Don | 10 | 10 | 10 | 10 | Yes | Thank you |
| 2009-09-29 | loretta | 10 | 10 | 10 | 10 | Yes | |
| 2009-09-19 | Lisa | 10 | 10 | 10 | 10 | Yes | The information was clear and concise; I've made a decision based on this answer. Thanks to David for taking his time to answer my question. I think I might just try to get a private loan and leave the TIAA-CREF account alone. |
| 2009-09-07 | John | 10 | 10 | 10 | 10 | Yes | David responded quickly and to the point, he is a very helpfull person. |
| 2009-09-01 | harry | 10 | 10 | 10 | 10 | Yes | happy with everything |
| 2009-08-31 | eric m. fouts | 10 | 10 | 10 | 10 | Yes | Thanks a lot. I called the dept of labor and they told me I could not have the benefit unless the plan document states I can get earlier due to different circumcstances. The DOL also stated they had never heard of any early distribution unless it was 5,000 or less.... thanks |
| 2009-08-26 | John | 10 | 10 | 10 | 10 | No | Thanks again Dave, I appreciater your assistance. |
| 2009-08-26 | John | 10 | 10 | 10 | 10 | No | |
| 2009-08-21 | Chris | 10 | 10 | 10 | 10 | No | David, again I thank you for your assistance. You've brought clarity to all the issues I was uncertain of. |
| 2009-08-13 | Tim | 10 | 10 | 10 | 10 | No | Great follow-up answer- very knowledeable. |
| 2009-08-11 | Tim | 10 | 10 | 10 | 10 | Yes | Dave did a great job answering my questions - the very next day. He also offered me an additional option that I had not considered for investment. |
| 2009-08-08 | lee | 10 | 10 | 10 | 10 | No | Thanks for info. |
| 2009-07-31 | Liz | 10 | 10 | 10 | 10 | Yes | I was amazed at how fast Dave responded to my question. He explained things in terms I could understand, which was very important in helping me to make a decision regarding my account. I've been unable to get any clear, straight forward answers from the company handling my account, which put me in a position of not doing anything with it. Amazingly, with the first response from Dave, I now have a couple of ideas of what I can possibly do with an account that's been in "limbo" for so long. This site is wonderful, I'm so glad I discovered it!! Dave has been a real help in explaining to the "average" person what a 403(b) is and also providing different options available with IRA's. He's given me a starting point and offers help with any other questions I might have. |
| 2009-07-31 | Barrymore | 10 | 10 | 10 | 10 | No | |
| 2009-07-29 | Michael | 10 | 10 | 10 | 10 | Yes | This is PRECISELY the information I was looking for, and the link at the bottom of the message led me to the info for my state. Thanks, David! |
| 2009-07-16 | Wayne | 10 | 10 | 10 | 10 | No | |
| 2009-07-16 | Wayne | 10 | 10 | 10 | 10 | No | Thanks David - your advise is very helpful and timely. Wayne |
| 2009-07-16 | Steve | 8 | 7 | 10 | 10 | No | |
| 2009-07-08 | Martha | 10 | 10 | 10 | 10 | Yes | |
| 2009-06-22 | charles | 10 | 10 | 10 | 10 | No | |
| 2009-06-16 | julia | 10 | 10 | 10 | 10 | Yes | Thanks so much for the info. I will research the solo 401-K. |
| 2009-06-12 | Jennifer | 10 | 10 | 10 | 10 | No | Thank you! |
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Answers by Expert:
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
I have over 20 years experience in the business and financial world.
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