Areas of Expertise

  • Taxes and financial planning: Social security “tax torpedo”; Tax-efficient accumulation and decumulation; Tax-efficient charitable contributions; Health Savings Accounts; Rank-order to invest and pay down debts; Roth versus Traditional 401(k)s and IRAs; 529 accounts; Asset location; and Phaseouts of individual tax laws
PhD, University of North Carolina at Chapel Hill, Business, 1995
MBA, University of Pittsburgh, 1990
BBA, University of Notre Dame, Accounting, 1984