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Philip Gibson

CFP®
Personal Finance, Retirement, Investing
82%
Helpful
13
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1
Articles
26
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“Philip Gibson is a CERTIFIED FINANCIAL PLANNER ™ and the founder of Elation Wealth, LLC who enjoys teaching and helping hardworking individuals and families live their best financial life possible.”
Firm:

Elation Wealth

Job Title:

Founder/Financial Planning

Biography:

Philip Gibson is a CERTIFIED FINANCIAL PLANNER ™ and the founder of Elation Wealth, LLC. He enjoys teaching and helping hardworking individuals and families live their best financial life possible.

As a finance professor, he has taught many students who currently work as financial advisors. His research has been cited by the Wall Street Journal, CNN Money, Reuters, among other well-known media outlets.

Given his background as a professor, he is very knowledgeable and current on trends in financial planning. When he is not teaching nor conducting research, he is helping motivated individuals solve their financial problems. There is no problem too big or too small.

Philip graduated Suma Cum Laude from Prairie View A&M University. He obtained is Doctorate in Personal Financial Planning from Texas Tech University. Philip enjoys playing tennis and going to the gym.al life possible.

As a finance professor, he has taught many students who currently work as financial advisors. His research has been cited by the Wall Street Journal, CNN Money, Reuters, among other well-known media outlets.

Given his background as a professor, he is very knowledgeable and current on trends in financial planning. When he is not teaching nor conducting research, he is helping motivated individuals solve their financial problems. There is no problem too big or too small.

Philip graduated Suma Cum Laude from Prairie View A&M University. He obtained is Doctorate in Personal Financial Planning from Texas Tech University. Philip enjoys playing tennis and going to the gym.

Education:

PhD, Financial Planning, Texas Tech University
BS, Finance, Prairie View A&M University

Fee Structure:

Fixed

CRD Number:

6698143

All Articles
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February 2017
    Debt, Personal Finance

All Answers
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    401(k), IRAs, Taxes
What are the tax implications of moving my 401(k) into an IRA?

No tax implications if you do a direct transfer "custodian" to " new custodian" or if the funds are deposited within 60 days with an indirect transfer "custodian" to "you" to "new custodian". If you decide to convert your IRA to a Roth IRA, then you will have to pay taxes on your conversion.

 

Best,

Philip

 

May 2018
    Choosing an Advisor, International / Global, Stocks, Taxes
I am an international student studying full-time in the U.S. and trading stocks through a U.S. internet broker; do I have to pay taxes in the U.S. on capital gains and dividends?
March 2018
    Financial Planning
Do I need to be licensed to offer financial planning help?
18% of people found this answer helpful
June 2017
    Financial Planning, 401(k), IRAs
Should I focus on pre-tax retirement contributions while my wife focuses on post-tax?
14% of people found this answer helpful
June 2017
    Debt, Personal Finance
What is the best way to improve my debt to income ratio?
May 2017