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120 votes

Reviewing a tax return

Suggested by: Mike (23 Jul, '18) • Upvoted: 21 Nov • Comments: 1
Planned
81 votes

Insurance Decisions flowchart

Suggested by: David (15 Aug, '18) • Upvoted: 26 Nov • Comments: 3
Planned
71 votes

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) • Upvoted: 10 Dec • Comments: 3
Under consideration
59 votes

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) • Upvoted: 07 Dec • Comments: 3
Under consideration
42 votes

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) • Upvoted: 21 Nov • Comments: 4
Planned
41 votes

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

Suggested by: Kevin (16 Aug, '18) • Upvoted: 30 Nov • Comments: 0
Under consideration
36 votes

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) • Upvoted: 07 Dec • Comments: 1
Under consideration
31 votes

Executive compensation

Suggested by: Mike (23 Jul, '18) • Upvoted: 19 Nov • Comments: 2
Under consideration
30 votes

College planning related topics

Suggested by: Mike (23 Jul, '18) • Upvoted: 11 Dec • Comments: 8
Planned
30 votes

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) • Upvoted: 26 Nov • Comments: 1
Under consideration
25 votes

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) • Upvoted: 05 Dec • Comments: 0
Under consideration
20 votes

Buying a New House Checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 25 Sep • Comments: 0
Done
18 votes

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) • Upvoted: 30 Aug • Comments: 0
Under consideration
17 votes

Getting Married checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 16 Nov • Comments: 2
Done
17 votes

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) • Upvoted: 22 Oct • Comments: 0
Under consideration
16 votes

Taxation of Social Security Benefits

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

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

Suggested by: Curt Beck (15 Aug, '18) • Upvoted: 22 Oct • Comments: 2
Under consideration
15 votes

Will the distribution from my HSA be taxed?

Suggested by: Mike (30 Aug, '18) • Upvoted: 30 Nov • Comments: 1
Under consideration
13 votes

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

Suggested by: John White (15 Aug, '18) • Upvoted: 22 Oct • Comments: 0
Under consideration
12 votes

Disability insurance

Suggested by: Mike (25 Sep, '18) • Upvoted: 15 Nov • 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
12 votes

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar) • Upvoted: 19 Nov • Comments: 0
Under consideration
12 votes

Having a Baby checklist

Suggested by: Stan (15 Aug, '18) • Upvoted: 30 Aug • Comments: 0
Done
11 votes

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

Suggested by: Ross Hunt (29 Aug, '18) • Upvoted: 22 Oct • Comments: 1
Under consideration
11 votes

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) • Upvoted: 22 Oct • Comments: 1
Under consideration
11 votes

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 26 Nov • Comments: 0
Under consideration
11 votes

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 26 Nov • Comments: 0
Under consideration
11 votes

Prospect acceptance decision tree

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

Qualifying for the American Opportunity Tax Credit

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

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) • Upvoted: 11 Dec • Comments: 1
Under consideration
8 votes

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May) • Upvoted: 08 Nov • 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
7 votes

checklist for divorce

Suggested by: Stephanie Vokral (28 Feb) • Upvoted: 08 Nov • Comments: 1
Under consideration
7 votes

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

Suggested by: Chris Tayeh (17 Jun) • Upvoted: 26 Nov • Comments: 0
Under consideration
7 votes

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) • Upvoted: 07 Dec • Comments: 0
Under consideration
7 votes

Roth Conversion vs Private Health Insurance Subsidy

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

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

Suggested by: Austin Lastinger (19 Jun) • Upvoted: 30 Nov • Comments: 0
Under consideration
6 votes

Buy vs. Lease car

Suggested by: Steve (15 May) • Upvoted: 24 Nov • Comments: 0
Under consideration
6 votes

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan) • Upvoted: 26 Nov • Comments: 0
Under consideration
6 votes

403b 15 year catchup rule

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

HSA - is this a good option for me

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

Retirement Plan setup checklist

Suggested by: Graig (04 Sep, '18) • Upvoted: 08 Nov • Comments: 0
Under consideration
6 votes

Can I Contribute to my SEP IRA

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

Should I have a Solo 401(k)

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

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) • Upvoted: 21 Nov • Comments: 0
Under consideration
5 votes

AGI and MAGI calculations

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

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb) • Upvoted: 09 May • Comments: 1
Under consideration
4 votes

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar) • Upvoted: 15 Nov • Comments: 0
Under consideration
4 votes

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan) • Upvoted: 30 Aug • 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

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