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Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 07 Jul Comments: 4
Done

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

Suggested by: Kevin (16 Aug, '18) Upvoted: 15 Sep Comments: 0
Under consideration

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) Upvoted: 18 Sep Comments: 2
Planned

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 21 Sep Comments: 1
Planned

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 25 Aug Comments: 4
Done

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 04 Sep Comments: 7
Under consideration

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 01 Jul Comments: 10
Planned

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: 18 Sep Comments: 1
Under consideration

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) Upvoted: 24 Sep Comments: 0
Under consideration

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 18 Sep Comments: 3
Done

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) Upvoted: 18 Sep Comments: 2
Under consideration

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) Upvoted: 18 Sep Comments: 1
Under consideration

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) Upvoted: 26 Aug Comments: 0
Under consideration

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) Upvoted: 22 Sep Comments: 4
Under consideration

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 22 Sep Comments: 3
Under consideration

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) Upvoted: 22 Sep Comments: 0
Under consideration

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

Suggested by: Austin Lastinger (19 Jun, '19) Upvoted: 22 Sep Comments: 0
Under consideration

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

Suggested by: Curt Beck (15 Aug, '18) Upvoted: 21 Aug Comments: 2
Under consideration

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

Suggested by: John White (15 Aug, '18) Upvoted: 04 Sep Comments: 0
Under consideration

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

Suggested by: Ross Hunt (29 Aug, '18) Upvoted: 04 Aug Comments: 1
Under consideration

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

Suggested by: Chris Tayeh (17 Jun, '19) Upvoted: 2 days ago Comments: 0
Under consideration

Disability insurance

Suggested by: Mike (25 Sep, '18) Upvoted: 2 days ago Comments: 1
Under consideration

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) Upvoted: 19 Aug Comments: 1
Under consideration

Buy vs. Lease car

Suggested by: Steve (15 May, '19) Upvoted: 18 Sep Comments: 0
Under consideration

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) Upvoted: 12 Jun Comments: 1
Under consideration

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) Upvoted: 13 Apr Comments: 0
Under consideration

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) Upvoted: 04 Sep Comments: 0
Under consideration

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) Upvoted: 03 Jul Comments: 2
Under consideration

Employee Benefits Review Checklist

Suggested by: James H (17 Jul, '19) Upvoted: 04 Sep Comments: 1
Under consideration

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb) Upvoted: 31 Aug Comments: 2
Under consideration

Special Needs

Suggested by: Mike (10 Oct, '19) Upvoted: 04 Aug Comments: 1
Under consideration

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb, '19) Upvoted: 04 Sep Comments: 2
Under consideration

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 04 Sep Comments: 2
Under consideration

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan) Upvoted: 21 Aug Comments: 1
Done

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) Upvoted: 04 Aug Comments: 0
Under consideration

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) Upvoted: 2 days ago Comments: 1
Under consideration

Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr, '19) Upvoted: 22 Sep Comments: 0
Under consideration

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) Upvoted: 2 days ago Comments: 0
Under consideration

HSA - is this a good option for me

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 21 Aug Comments: 0
Under consideration

Retirement Plan setup checklist

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

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 03 Jun Comments: 0
Under consideration

SECURE Act

Suggested by: Dave (03 Jan) Upvoted: 21 Aug Comments: 1
Under consideration

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) Upvoted: 22 Aug Comments: 1
Under consideration

Advisor Alpha

Suggested by: Steph Bruno (03 May, '19) Upvoted: 2 days ago Comments: 0
Under consideration

Can I Contribute to my SEP IRA

Suggested by: Mike (30 Aug, '18) Upvoted: 06 Aug Comments: 0
Under consideration

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan) Upvoted: 04 Aug Comments: 1
Under consideration

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) Upvoted: 04 Sep Comments: 0
Under consideration

Moving to a different state.

Suggested by: Arthur (20 Jul) Upvoted: 24 Aug Comments: 4
Under consideration

Considerations for when parents have developed dementia/reduced faculties

Suggested by: Allen Parker (16 Oct, '19) Upvoted: 31 Aug Comments: 0
Under consideration

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 19 Aug Comments: 0
Under consideration

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