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When a client passes away checklist

Suggested by: Moderator (23 Jul, '18) Upvoted: 26 Jun Comments: 3
Done

Retirement Planning Checklist

Suggested by: David (15 Aug, '18) Upvoted: 30 May Comments: 2
Done

Reviewing a tax return

Suggested by: Mike (23 Jul, '18) Upvoted: 09 Jul Comments: 0
Planned

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

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

Insurance Decisions flowchart

Suggested by: David (15 Aug, '18) Upvoted: 16 Jul Comments: 2
Under consideration

Estate administration checklist

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

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 26 Jun Comments: 0
Under consideration

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

Suggested by: Ben Westerman (15 Aug, '18) Upvoted: 26 Jun Comments: 2
Under consideration

Handling a divorce

Suggested by: Mike (23 Jul, '18) Upvoted: 08 Jul Comments: 2
Planned

End Of Calendar Year Client Review Checklist

Suggested by: John (23 Aug, '18) Upvoted: 26 Jun Comments: 0
Planned

QBI deduction

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

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 26 Jun Comments: 3
Under consideration

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

Suggested by: Kevin (16 Aug, '18) Upvoted: 21 Jun Comments: 0
Under consideration

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) Upvoted: 30 May Comments: 1
Under consideration

Widow/Widower checklist

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

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 11 Jul Comments: 1
Under consideration

College planning related topics

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

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 21 Jun Comments: 0
Under consideration

Choosing the right legal entity for your business

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

Net Unrealized Appreciation

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

Buying a New House Checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 18 Jun Comments: 0
Under consideration

Funding Roth IRA versus 529

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

Will the distribution from my HSA be taxed?

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

Exercising ISO or NSO stock options - the tax dilemma.

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

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

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

Suggested by: Curt Beck (15 Aug, '18) Upvoted: 31 May Comments: 2
Under consideration

Handling of Medicare Selection and Enrollment

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

Getting Married checklist

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

You've just graduated from college. Now what?

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

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) Upvoted: 08 Jul Comments: 0
Under consideration

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) Upvoted: 26 Jun Comments: 0
Under consideration

Having a Baby checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 31 May Comments: 0
Under consideration

Mortgage interest deductible or not

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

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

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

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 16 Jul Comments: 0
Under consideration

Sale of Business

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

How will the distribution from my annuity be taxed

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

Qualifying for the American Opportunity Tax Credit

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

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

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

Disability insurance

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

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 12 Jun Comments: 1
Under consideration

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar) Upvoted: 08 Jul Comments: 0
Under consideration

How much can I contribute to an HSA?

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

Roth Conversion vs Private Health Insurance Subsidy

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

checklist for divorce

Suggested by: Stephanie Vokral (28 Feb) Upvoted: 20 Jun Comments: 1
Under consideration

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May) Upvoted: 26 Jun Comments: 0
Under consideration

Current IRA Beneficiary Designations Flowchart

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

Should I have a Solo 401(k)

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

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