Bush > IRA Withdrawals that Escape the 10%…

Stacy Bush, Valdosta Today Financial Contributor: The reason withdrawals from an Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive…

Bush > Choices for Your 401(k) at a…

Stacy Bush, Valdosta Today Financial Contributor: One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k)…

Bush > Roth IRA Conversion

Stacy Bush, Valdosta Today Finance Contributor With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth…

Bush > Power of Compounding

Stacy Bush, Valdosta Today Financial Contributor Sometimes people put off saving for retirement because so many other things seem to get in the way. Do you find yourself among them? If so, try to overcome…

Bush > Trust Basics

Stacy Bush, Valdosta Today Finance Contributor Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning…

How to Finance the Scale-Up of Your Company

Daniel Isenberg and Daniel Lawton, Harvard Business Review: Tom Szaky knows well the meaning of the saying “Beware your dreams, for they may come true.” With the 2004 Christmas retail season rapidly approaching, he was…