Let us know what flowcharts and checklists you want to see us develop next.

for example, first contribute your match to 401k, then fund HSA, then fund rest of 401k, then IRA for Roth Conversion, then low cost annuity, then....

Issues like them having DPOA, health care directives and documents to allow doctors to talk to them. Insurance, taxes etc.

Focus only on the RMD Distributions for IRA - Traditional / Roths / Roll-Overs / Inherited for Spouse, Trust, Trust by Qualified Disclaimer, Charity, Estate, ...

When reviewing tax charts to determine IRA deduction/qualifications, they state AGI and MAGI, further clarification/conclusion is needed.

Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.

You offer checklists & flowcharts – consider creating “worksheets” Ex) Budgeting worksheet, fixed annuity review worksheet, variable annuity review worksheet etc.

A checklist of annual or quarterly events a trustee needs to complete to not breach fiduciary duty. Example: file tax returns, match distributions with beneficiaries ...

Maintain written documentation of the specific reasons that any recommendation to rollover assets from an ERISA plan to an IRA, from one IRA to another IRA, or from ...

Flow chart or checklist to help clients decide whether to use the 83(b) election.

Things to consider with a 1031 Exchange of like-kind property

This would be a checklist that a person can have available for their heirs in the event of death. Location of will/trust, digital PW, attorney name, financial ...

How to advise clients that have real estate holdings on the best strategy for their situation.

If it's the first time someone is combining finances, or perhaps even more important if the second time, what needs to be considered? Value systems, views on higher ...

A checklist of tax-related items that may have happened over the year that the individual needs to make sure is reported to their accountant. As an example, the QCD ...

When a client establishes an RLT, what are the next steps in terms of titling other property and changing beneficiaries? I'd like to see a flowchart and checklist ...

how about a flow chart that shows the different options such as Coverdell, Education and 529 plan and also what can you use a 529 Plan for ( books, computers, etc )

A chart showing the decision making process, flow, and even example (percentage or a rounded number) of this plan

How much life insurance do you NEED? For how long? Has this changed since you got your existing coverage? What about group coverage? What to consider when evaluating ...

Did you max out an HSA if you have one? Did you max out your 401(k)? Did you take advantage of a QCD?

A checklist for helping client keep their credit information safe would be helpful. Items like freezing credit, reviewing a credit report, etc.

I'm asked often about debt counseling programs by people who are swamped with credit card debt. It's not something I know anything about and I'm not inclined to ...

This would go over exceptions, rules, penalties, and opportunities to repay when a client looks to take money out of their retirement accounts. Situations such as ...

We have a great base of checklist + flowcharts. Wouldn't it be more impactful to take some of these core concepts and create visuals?

Comparing SEP, solo-k, profit sharing, cash balance, defined benefit plans when no employees are a consideration

Flowchart to expand on Michael's 2016 blog post: https://www.kitces.com/blog/tax-efficient-retirement-withdrawal-strategies-to-fund-retirement-spending-needs/ And ...

It would basically be the same as the one for the 401(k), with just a couple of modifications.

Is best for retiring client to do with company stock and plans that include company stock options.

A flow chart that will help guide a client to choose the best Annuity Product for their particular situation.

What factors to consider when drafting a 10b5-1 plan.

Flowchart illustrating safe harbor tax rules and filing amounts and whether or not a client should be filing estimated taxes

Deferred compensation has many questions that need to be answered. Is it safe?, Do you max out your employer's retirement plan?, HSA?, taxes, How much? Distribution ...

Walk a client through the open enrollment decision to go with a PPO or HMO vs. HDHP & HSA

Offer checklist of things to do after someone experiences the trauma of total devastation.

Steps to take when you suspect your identity has been stolen or you've been hacked.

Discuss interest payments back to self, immediate payback upon employer separation, does plan allow loans, verify min/max loan amount, max loan term, subtraction out ...

checklist for annual check in with retirement plan participants with some customizable questions