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105 votes

When a client passes away checklist

Suggested by: Moderator (23 Jul, '18) • Upvoted: 15 May • Comments: 3
Done
86 votes

Retirement Planning Checklist

Suggested by: David (15 Aug, '18) • Upvoted: 09 May • Comments: 2
Done
83 votes

Reviewing a tax return

Suggested by: Mike (23 Jul, '18) • Upvoted: 21 May • Comments: 0
Planned
72 votes

Help business owners choose between SEP, SIMPLE and 401(k)s

Suggested by: Mike (23 Jul, '18) • Upvoted: 16 Apr • Comments: 2
Done
59 votes

Insurance Decisions flowchart

Suggested by: David (15 Aug, '18) • Upvoted: 07 May • Comments: 1
Under consideration
53 votes

Estate administration checklist

Suggested by: Moderator (23 Jul, '18) • Upvoted: 03 May • Comments: 0
Done
42 votes

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) • Upvoted: 08 Apr • Comments: 0
Under consideration
39 votes

Will my capital gains be taxed at 0%, 15%, 18/8%, 20%, or 23.8%?

Suggested by: Ben Westerman (15 Aug, '18) • Upvoted: 21 May • Comments: 1
Under consideration
39 votes

Handling a divorce

Suggested by: Mike (23 Jul, '18) • Upvoted: 08 May • Comments: 1
Planned
37 votes

End Of Calendar Year Client Review Checklist

Suggested by: John (23 Aug, '18) • Upvoted: 07 May • Comments: 0
Planned
35 votes

QBI deduction

Suggested by: Mike (23 Jul, '18) • Upvoted: 09 May • Comments: 3
Done
33 votes

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) • Upvoted: 28 Mar • Comments: 3
Under consideration
33 votes

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

Suggested by: Kevin (16 Aug, '18) • Upvoted: 01 May • Comments: 0
Under consideration
31 votes

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) • Upvoted: 07 May • Comments: 1
Under consideration
27 votes

Widow/Widower checklist

Suggested by: Evan (16 Aug, '18) • Upvoted: 30 Jan • Comments: 1
Done
26 votes

College planning related topics

Suggested by: Mike (23 Jul, '18) • Upvoted: 07 May • Comments: 8
Planned
25 votes

Executive compensation

Suggested by: Mike (23 Jul, '18) • Upvoted: 30 Apr • Comments: 1
Under consideration
25 votes

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) • Upvoted: 06 May • Comments: 0
Under consideration
19 votes

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) • Upvoted: 07 May • Comments: 0
Under consideration
19 votes

Net Unrealized Appreciation

Suggested by: Tom (10 Aug, '18) • Upvoted: 27 Nov, '18 • Comments: 0
Done
16 votes

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) • Upvoted: 28 Mar • Comments: 0
Under consideration
14 votes

Will the distribution from my HSA be taxed?

Suggested by: Mike (30 Aug, '18) • Upvoted: 09 May • Comments: 1
Under consideration
14 votes

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) • Upvoted: 12 Mar • Comments: 0
Under consideration
14 votes

Buying a New House Checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 21 May • Comments: 0
Under consideration
14 votes

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) • Upvoted: 15 Mar • Comments: 0
Under consideration
13 votes

Handling of Medicare Selection and Enrollment

Suggested by: Elliott Weir (16 Aug, '18) • Upvoted: 01 Apr • Comments: 0
Done
12 votes

Taxation of a house used for personal and/or rental purposes.

Suggested by: Curt Beck (15 Aug, '18) • Upvoted: 11 Nov, '18 • Comments: 2
Under consideration
12 votes

Getting Married checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 03 May • Comments: 1
Under consideration
12 votes

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) • Upvoted: 07 May • Comments: 1
Under consideration
10 votes

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) • Upvoted: 28 Feb • Comments: 1
Under consideration
10 votes

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) • Upvoted: 27 Apr • Comments: 0
Under consideration
10 votes

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) • Upvoted: 30 Apr • Comments: 0
Under consideration
10 votes

Having a Baby checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 13 May • Comments: 0
Under consideration
10 votes

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

Suggested by: John White (15 Aug, '18) • Upvoted: 30 Apr • Comments: 0
Under consideration
9 votes

Do I need to hire a Financial Advisor or Certified Financial Planner?

Suggested by: Ross Hunt (29 Aug, '18) • Upvoted: 30 Apr • Comments: 1
Under consideration
9 votes

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 30 Apr • Comments: 0
Under consideration
8 votes

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 28 Mar • Comments: 0
Under consideration
8 votes

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) • Upvoted: 15 Mar • Comments: 0
Under consideration
8 votes

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) • Upvoted: 20 Apr • Comments: 0
Under consideration
7 votes

Am I subject to IRMAA and if so, how much?

Suggested by: Ben Westerman (15 Aug, '18) • Upvoted: 24 Sep, '18 • Comments: 2
Done
7 votes

Disability insurance

Suggested by: Mike (25 Sep, '18) • Upvoted: 12 Mar • Comments: 0
Under consideration
6 votes

How much can I contribute to an HSA?

Suggested by: Debbie Gallant (16 Aug, '18) • Upvoted: 11 Oct, '18 • Comments: 0
Done
5 votes

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) • Upvoted: 14 May • Comments: 1
Under consideration
5 votes

How Social Security benefits are impacted for those who don't contribute to SS (WEP)

Suggested by: Mike (27 Aug, '18) • Upvoted: 28 Feb • Comments: 1
Done
5 votes

Roth Conversion vs Private Health Insurance Subsidy

Suggested by: Mike Rauth (27 Aug, '18) • Upvoted: 04 Mar • Comments: 0
Under consideration
4 votes

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb) • Upvoted: 09 May • Comments: 0
Under consideration
4 votes

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) • Upvoted: 30 Apr • Comments: 0
Under consideration
4 votes

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) • Upvoted: 15 Mar • Comments: 0
Under consideration
4 votes

What portion of my social security benefits will be taxed?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 28 Mar • Comments: 0
Under consideration
4 votes

403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) • Upvoted: 10 Jan • Comments: 0
Under consideration

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