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Connect with Tad Borek
Meet Tad Borek
Expertise
Budgeting and Saving, Retirement and Investment, Taxes and Estate Planning
Location
San Francisco, California
Credentials
Education
BS, Cornell University, 1989; JD, George Washington University, 1993
Tad Borek has worked as investment advisor and attorney for more than 10 years, advising everyone from new savers to retirees on a wide range of financial issues. He has fielded thousands of personal finance questions online in a variety of forums, which has enabled him to observe firsthand the behaviors that lead to financial security and those that are likely to lead to financial stress.
Questions Answered by Tad Borek
I currently live in a state that has state income tax (MN). I recently purchased a winter home in Texas which has no state income tax. I spend about the same amount of time in each state. I can easily change my permenent residency to Texas. What income if any would I still have to pay MN state income tax on? I have Social Security income, pension income, TDA income and income from the sale of rental houses in MN (Both capital gain and interest income).
May 02 2012 / 20 Views / 1 Expert Answers / Taxes
Recently my husband passed away and I needed to contact our estate planning attorney to change our Living Trust Portfolio. I was really surprised to be charged $7,400. Just before he passed away we paid $1,600 for estate planning fees for bringing our Trust up to date due to taxes changes. Is there some way of knowing how much how much they can charge?
April 06 2012 / 25 Views / 1 Expert Answers / Wills and estate planning
I worked as a consultant last year and made $1500; my employer said i didn't make enough money for her to do a 1099. I also get a pension and do a joint return with my husband.do you know how i do my fed taxes with this?thanks
April 01 2012 / 37 Views / 1 Expert Answers / Taxes
My financial adviser wants me to take my savings out of Market and invest in the [redacted] annuities. I understand there is low risk but also low profit. What is your opinion on annuities?
March 17 2012 / 42 Views / 1 Expert Answers / Investment
what are the average charitable donations given annually by a family of two
March 05 2012 / 45 Views / 1 Expert Answers / Charitable giving
