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87 votes

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) • Upvoted: 31 Mar • Comments: 3
Under consideration
73 votes

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) • Upvoted: 01 Apr • Comments: 4
Under consideration
49 votes

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) • Upvoted: 01 Apr • Comments: 4
Planned
47 votes

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

Suggested by: Kevin (16 Aug, '18) • Upvoted: 25 Mar • Comments: 0
Under consideration
45 votes

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) • Upvoted: 01 Apr • Comments: 1
Under consideration
43 votes

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) • Upvoted: 25 Mar • Comments: 1
Under consideration
39 votes

College planning related topics

Suggested by: Mike (23 Jul, '18) • Upvoted: 24 Mar • Comments: 10
Planned
39 votes

Executive compensation

Suggested by: Mike (23 Jul, '18) • Upvoted: 06 Mar • Comments: 3
Under consideration
33 votes

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) • Upvoted: 25 Mar • Comments: 0
Under consideration
22 votes

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) • Upvoted: 27 Feb • Comments: 0
Under consideration
21 votes

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) • Upvoted: 20 Mar • Comments: 0
Under consideration
19 votes

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) • Upvoted: 25 Mar • Comments: 2
Under consideration
19 votes

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 24 Mar • Comments: 1
Under consideration
19 votes

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) • Upvoted: 25 Mar • Comments: 0
Under consideration
18 votes

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

Suggested by: Curt Beck (15 Aug, '18) • Upvoted: 25 Mar • Comments: 2
Under consideration
18 votes

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 24 Mar • Comments: 1
Under consideration
16 votes

Will the distribution from my HSA be taxed?

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

Solo401k and SEP and/or Other Retirement Plans for People with Multiple Businesses

Suggested by: Chris Tayeh (17 Jun, '19) • Upvoted: 24 Mar • Comments: 0
Under consideration
15 votes

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) • Upvoted: 24 Mar • Comments: 0
Under consideration
15 votes

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

Suggested by: John White (15 Aug, '18) • Upvoted: 17 Mar • Comments: 0
Under consideration
14 votes

Disability insurance

Suggested by: Mike (25 Sep, '18) • Upvoted: 14 Feb • Comments: 1
Under consideration
14 votes

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) • Upvoted: 24 Mar • Comments: 0
Under consideration
13 votes

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) • Upvoted: 20 Feb • Comments: 1
Under consideration
12 votes

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

Suggested by: Ross Hunt (29 Aug, '18) • Upvoted: 24 Jan • Comments: 1
Under consideration
12 votes

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) • Upvoted: 25 Jan • Comments: 1
Under consideration
12 votes

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) • Upvoted: 17 Mar • Comments: 0
Under consideration
11 votes

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

Suggested by: Austin Lastinger (19 Jun, '19) • Upvoted: 25 Mar • Comments: 0
Under consideration
10 votes

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) • Upvoted: 16 Feb • Comments: 3
Under consideration
10 votes

Buy vs. Lease car

Suggested by: Steve (15 May, '19) • Upvoted: 25 Mar • Comments: 0
Under consideration
9 votes

checklist for divorce

Suggested by: Stephanie Vokral (28 Feb, '19) • Upvoted: 14 Feb • Comments: 2
Under consideration
9 votes

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) • Upvoted: 30 Jan • Comments: 2
Under consideration
9 votes

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) • Upvoted: 14 Feb • Comments: 0
Under consideration
9 votes

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) • Upvoted: 17 Mar • Comments: 0
Under consideration
9 votes

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) • Upvoted: 22 Oct, '19 • Comments: 0
Under consideration
8 votes

Special Needs

Suggested by: Mike (10 Oct, '19) • Upvoted: yesterday • Comments: 1
Under consideration
7 votes

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) • Upvoted: 14 Feb • Comments: 0
Under consideration
7 votes

Retirement Plan setup checklist

Suggested by: Graig (04 Sep, '18) • Upvoted: 04 Feb • Comments: 0
Under consideration
7 votes

Can I Contribute to my SEP IRA

Suggested by: Mike (30 Aug, '18) • Upvoted: 20 Feb • Comments: 0
Under consideration
7 votes

Roth Conversion vs Private Health Insurance Subsidy

Suggested by: Mike Rauth (27 Aug, '18) • Upvoted: 22 Nov, '19 • Comments: 0
Under consideration
6 votes

SECURE Act

Suggested by: Dave (03 Jan) • Upvoted: 31 Mar • Comments: 1
Under consideration
6 votes

Employee Benefits Review Checklist

Suggested by: James H (17 Jul, '19) • Upvoted: 04 Feb • Comments: 0
Under consideration
6 votes

403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) • Upvoted: 21 Nov, '19 • Comments: 0
Under consideration
6 votes

HSA - is this a good option for me

Suggested by: Richard Ramos (20 Sep, '18) • Upvoted: 15 Nov, '19 • Comments: 0
Under consideration
5 votes

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb, '19) • Upvoted: 14 Feb • Comments: 1
Under consideration
5 votes

Medical Student Loan Repayment

Suggested by: Kevin (18 Apr, '19) • Upvoted: 24 Mar • Comments: 0
Under consideration
5 votes

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) • Upvoted: 30 Aug, '19 • Comments: 0
Under consideration
5 votes

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) • Upvoted: 22 Oct, '19 • Comments: 0
Under consideration
4 votes

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan) • Upvoted: 17 Mar • Comments: 1
Under consideration
4 votes

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) • Upvoted: 14 Feb • Comments: 1
Under consideration
4 votes

Considerations for when parents have developed dementia/reduced faculties

Suggested by: Allen Parker (16 Oct, '19) • Upvoted: 29 Jan • Comments: 0
Under consideration

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