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Financial Planning

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2017-04-18 Tax Law (Questions About Taxes) - georgia state tax om 401k withdrawal:

Beverly,    Thanks for your question.    There is no required withholding on a 401(k) withdrawal for the state of Georgia.However, you are probably looking at something in the range of 6% tax.     I would

2017-04-14 Tax Law (Questions About Taxes) - ira:

Leo,     Thanks for your question.    When opening an account, or making additional contributions to it, you don't get any paperwork for file with your taxes.  Just deduct the amount of the deductible

2017-04-13 Personal Investment & Financial Planning - setting a target price for stock purchase:

Hi Peter,    You sound like a sophisticated investor.  Setting your "target price" means essentially that you think the stock will move down from its current price.  Otherwise, you would simply buy it

2017-04-08 Retirement Planning - 403b to roth:

Dear Pat,    I'm confused by your reference to the recharacterization due to an excess contribution. The combination of a traditional IRA and a Roth cannot exceed the maximum attributed to either one.

2017-04-05 Creditors and Bankruptcy - credit help please:

I understand your concerns about your employers, but you can't be fired for filing bankruptcy:    I've also written about debt


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