Member Since November 19, 2008 , From Leander, United States
Self Directed IRA and Self Directed 401k Advisor
About Dan:

I am the founder of Asset Exchange Strategies a self-directed IRA retirement advisory firm.  Our objective is to help people self manage their retirement by reducing their overall costs and increasing their return on investment.


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Recent Activity by Dan

Answered: I was an employee of Manufacturers Hanover Bank ...

The first place to inquire is with Hanover's benefit group. They will either know the answer to your question or lead you to the trustee of the pension. If you still have trouble go to this site www ...

Answered: Which is a better investment: a Roth IRA or a 401 ...

Pumpa, I could give you all sorts of technical answers on the characteristics of each of different types of retirements to your question but at the stage you are it can best be simplified to this ...

Answered: Who can save in a Roth IRA?

Anyone as long as they have earned income that is W2 or 1099 income. Passive income is not eligible.

Answered: What % of taxes would have to be paid when and I.R ...

Hello P. Matchton, There is no reason for a trust to be the beneficiary of an IRA especially if the next beneficiary is the spouse. IRA are already beneficiary accounts and placing them in a trust ...

Answered: Schein miles pharmaceutical. My husband has ...

Sandra, Pensions are handled by third parties to protect both the company and the employee. Please contact the company and it looks like someone has provided that information. Once you contact the ...

Commented: About Dan's answer

Hello Jeanie, If the pension company which is a third party from the company itself does not know your address they will escrow the funds. I suggest the you contact the following federal ...

Answered: RH Donnelley Pension Plan Freeze

Pension funds are protected none of your funds should be in jeopardy.

Answered: Pension Funds

Cedar Brook, Contact your regional Department of Labor (DOL) office and Pension Guarantee regional office the DOL office should be able to direct you. If there are funds the Pension Guarantee Fund ...

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Richard Ange says:
"Thanks Dan for information. I do not have any statements. When my health got bad I lost everything."