A written diversification plan. [High-net-worth planning]
vIEW CASE STUDYDalton residents pay Georgia income tax but can use Georgia's retirement income exclusion from age 62, with a larger exclusion from 65, and Georgia does not tax Social Security. Withdrawals, Roth conversions and the timing of a business sale are planned with those rules in view.
From Dalton, take I-75 north to I-24 west and exit toward downtown Chattanooga. Many Dalton clients hold most meetings by video.
