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127 votes

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) • Upvoted: yesterday • Comments: 20
Under consideration
120 votes

Do I pay off my mortgage/home equity line or invest?

Suggested by: Kevin (16 Aug, '18) • Upvoted: yesterday • Comments: 2
Under consideration
114 votes

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) • Upvoted: yesterday • Comments: 4
Done
88 votes

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) • Upvoted: yesterday • Comments: 2
Done
85 votes

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) • Upvoted: 23 Apr • Comments: 4
Under consideration
85 votes

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) • Upvoted: yesterday • Comments: 1
Done
71 votes

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) • Upvoted: yesterday • Comments: 2
Planned
67 votes

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) • Upvoted: 25 Mar • Comments: 4
Done
66 votes

Executive compensation

Suggested by: Mike (23 Jul, '18) • Upvoted: 28 Apr • Comments: 7
Done
63 votes

Process-based & operations-based resources

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 27
Under consideration
63 votes

Issues To Consider If You Are A Landlord

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 11
Under consideration
53 votes

Questions to Ask an Estate Planning Attorney when creating an estate plan

Suggested by: Austin Lastinger (19 Jun, '19) • Upvoted: yesterday • Comments: 0
Under consideration
51 votes

College planning related topics

Suggested by: Mike (23 Jul, '18) • Upvoted: 23 Apr • Comments: 10
Done
45 votes

Business Transition Strategies

Suggested by: Kevin R. (19 Jan, '20) • Upvoted: 23 Apr • Comments: 10
Under consideration
40 votes

Issues To Consider Related To Home Ownership

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 13
Under consideration
37 votes

Buy vs. Lease car

Suggested by: Steve (15 May, '19) • Upvoted: 16 Apr • Comments: 0
Under consideration
37 votes

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) • Upvoted: yesterday • Comments: 0
Under consideration
35 votes

Education for plan participants and employees

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 8
Under consideration
34 votes

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) • Upvoted: yesterday • Comments: 2
Under consideration
31 votes

Disability insurance

Suggested by: Mike (25 Sep, '18) • Upvoted: 30 Apr • Comments: 2
Under consideration
30 votes

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) • Upvoted: 25 Mar • Comments: 0
Under consideration
29 votes

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 18 Sep, '20 • Comments: 3
Done
26 votes

Issues To Consider In Charitable Giving Options

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 7
Under consideration
26 votes

Analyze an existing annuity

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 7
Under consideration
26 votes

Max funding of a Life Insurance contract for tax advantaged retirement income

Suggested by: John White (15 Aug, '18) • Upvoted: 31 Mar • Comments: 1
Under consideration
22 votes

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) • Upvoted: yesterday • Comments: 1
Done
22 votes

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) • Upvoted: 23 Apr • Comments: 0
Done
21 votes

Special Needs

Suggested by: Mike (10 Oct, '19) • Upvoted: 23 Apr • Comments: 2
Done
18 votes

Issues To Consider With My HSA

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 4
Under consideration
16 votes

Moving to a different state.

Suggested by: Arthur (20 Jul, '20) • Upvoted: 28 Apr • Comments: 8
Planned
15 votes

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb, '20) • Upvoted: 31 Mar • Comments: 2
Done
15 votes

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb, '19) • Upvoted: 26 Apr • Comments: 2
Under consideration
14 votes

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) • Upvoted: 08 Apr • Comments: 2
Done
14 votes

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) • Upvoted: 26 Apr • Comments: 1
Under consideration
13 votes

What Issues Should I Consider As A Business Owner

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 11
Under consideration
13 votes

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan, '20) • Upvoted: 30 Sep, '20 • Comments: 2
Done
12 votes

Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) • Upvoted: 25 Mar • Comments: 2
Under consideration
12 votes

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) • Upvoted: 01 Mar • Comments: 2
Under consideration
12 votes

1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) • Upvoted: 31 Mar • Comments: 1
Under consideration
12 votes

Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) • Upvoted: 31 Mar • Comments: 0
Under consideration
12 votes

How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) • Upvoted: 31 Mar • Comments: 0
Under consideration
11 votes

Aging / illness for a loved one

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 5
Under consideration
11 votes

Issues To Consider If You Are A Government Worker

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 4
Under consideration
11 votes

Medicare Comparisons

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 2
Under consideration
11 votes

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) • Upvoted: 28 Apr • Comments: 1
Under consideration
11 votes

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) • Upvoted: 31 Mar • Comments: 0
Done
10 votes

Issues To Consider For International Planning

Suggested by: Mike (yesterday) • Upvoted: yesterday • Comments: 7
Under consideration
10 votes

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan, '20) • Upvoted: 05 May • Comments: 1
Done
9 votes

SECURE Act

Suggested by: Dave (03 Jan, '20) • Upvoted: 21 Aug, '20 • Comments: 1
Done
9 votes

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) • Upvoted: 26 Jan • Comments: 1
Under consideration

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