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When a client passes away checklist

Suggested by: Moderator (23 Jul, '18) Upvoted: 02 Apr Comments: 3
Done

Retirement Planning Checklist

Suggested by: David (15 Aug, '18) Upvoted: 28 Mar Comments: 2
Done

Reviewing a tax return

Suggested by: Mike (23 Jul, '18) Upvoted: 16 Apr 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: 15 Apr Comments: 1
Under consideration

Estate administration checklist

Suggested by: Moderator (23 Jul, '18) Upvoted: 19 Mar Comments: 0
Done

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 08 Apr 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: 05 Apr Comments: 1
Under consideration

Handling a divorce

Suggested by: Mike (23 Jul, '18) Upvoted: 16 Apr Comments: 1
Planned

QBI deduction

Suggested by: Mike (23 Jul, '18) Upvoted: 19 Mar Comments: 3
Done

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 28 Mar Comments: 3
Under consideration

End Of Calendar Year Client Review Checklist

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

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

Suggested by: Kevin (16 Aug, '18) Upvoted: 28 Mar Comments: 0
Under consideration

Widow/Widower checklist

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

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) Upvoted: 28 Mar Comments: 1
Under consideration

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 05 Apr Comments: 7
Planned

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 28 Mar Comments: 1
Under consideration

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 28 Mar Comments: 0
Under consideration

Net Unrealized Appreciation

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

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: 15 Mar Comments: 0
Under consideration

Funding Roth IRA versus 529

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

Will the distribution from my HSA be taxed?

Suggested by: Mike (30 Aug, '18) Upvoted: 28 Mar Comments: 1
Under consideration

Handling of Medicare Selection and Enrollment

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

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

Suggested by: Curt Beck (15 Aug, '18) Upvoted: 11 Nov, '18 Comments: 2
Under consideration

Getting Married checklist

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

Buying a New House Checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 28 Feb Comments: 0
Under consideration

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) Upvoted: 16 Apr Comments: 0
Under consideration

Mortgage interest deductible or not

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

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Having a Baby checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 28 Mar Comments: 0
Under consideration

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

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

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 28 Mar Comments: 0
Under consideration

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 15 Mar 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

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

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

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

Suggested by: Ross Hunt (29 Aug, '18) Upvoted: 28 Feb Comments: 1
Under consideration

Disability insurance

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

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 28 Jan 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

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 28 Mar Comments: 1
Under consideration

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) Upvoted: 15 Mar Comments: 0
Under consideration

What portion of my social security benefits will be taxed?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 28 Mar Comments: 0
Under consideration

403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) Upvoted: 10 Jan Comments: 0
Under consideration

HSA - is this a good option for me

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

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 26 Dec, '18 Comments: 0
Under consideration

Can I Contribute to my SEP IRA

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

Whether Medicare Employment Exception applies

Suggested by: Charlie Wolpoff (29 Aug, '18) Upvoted: 24 Sep, '18 Comments: 0
Done

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb) Upvoted: 15 Mar Comments: 0
Under consideration

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan) Upvoted: 03 Feb Comments: 0
Under consideration

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) Upvoted: 28 Mar Comments: 0
Under consideration

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) Upvoted: 10 Mar Comments: 0
Under consideration

How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 28 Feb Comments: 0
Under consideration

ESOP deicisions for those retiring

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

Retirement Plan setup checklist

Suggested by: Graig (04 Sep, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar) Upvoted: 28 Mar Comments: 0
Under consideration

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Is a Donor Advised Fund right for me?

Suggested by: Christopher Wenders (10 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan) Upvoted: 28 Mar Comments: 0
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 28 Feb Comments: 0
Under consideration

How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Is my 529 withdrawal a qualified distribution?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 03 Feb Comments: 0
Under consideration

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 14 Dec, '18 Comments: 0
Under consideration

Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
Under consideration

fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
Under consideration

Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 23 Oct, '18 Comments: 0
Under consideration

Gifting Decisions with new $11.5 million unified credit exemption equivalent per person, until 2026.

Suggested by: Anthony Smith (12 Oct, '18) Upvoted: 19 Feb Comments: 0
Under consideration

Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
Under consideration

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 28 Feb Comments: 0
Under consideration

Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
Under consideration

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar) Upvoted: 26 Mar Comments: 0
Under consideration

Will I be subject to 3.8% Medicare Tax?

Suggested by: Eric Blake (23 Mar) Upvoted: 23 Mar Comments: 0
Under consideration

When are clients required to file an annual gift tax return?

Suggested by: Trudy (20 Mar) Upvoted: 20 Mar Comments: 0
Under consideration

checklist for divorce

Suggested by: Stephanie Vokral (28 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

taxation on selling a home

Suggested by: Stephanie Vokral (28 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Interaction between 529's and Education Credits

Suggested by: Richard L Bergen, CPA, CFP (tm) PFS (28 Feb) Upvoted: 28 Feb Comments: 0
Under consideration

Important Numbers 2018

Suggested by: Raven Pyle-McCrackyn (26 Feb) Upvoted: 26 Feb Comments: 0
Under consideration

Restricted Stock Units (RSU)

Suggested by: Rodney (19 Feb) Upvoted: 19 Feb Comments: 0
Under consideration

Does the Roth 5-year rule apply to me?

Suggested by: Dan Suiter (18 Feb) Upvoted: 18 Feb Comments: 0
Under consideration

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb) Upvoted: 04 Feb Comments: 0
Under consideration

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb) Upvoted: 01 Feb Comments: 0
Under consideration

What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan) Upvoted: 30 Jan Comments: 0
Under consideration

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan) Upvoted: 23 Jan Comments: 0
Under consideration

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan) Upvoted: 17 Jan Comments: 0
Under consideration

I have a day job and a side gig. How do i max out my retirement contributions?

Suggested by: Tanner (11 Jan) Upvoted: 11 Jan Comments: 0
Under consideration

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 27 Dec, '18 Comments: 0
Under consideration

Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

Can I claim a Lifetime Learning Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

Can I claim an American Opportunity Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 07 Dec, '18 Comments: 0
Under consideration

How much is Social Security going to be taxed

Suggested by: Richard K Oring (30 Nov, '18) Upvoted: 30 Nov, '18 Comments: 0
Under consideration

Qualified Contribution Distribution (QCD)

Suggested by: Richard K Oring (30 Nov, '18) Upvoted: 30 Nov, '18 Comments: 0
Under consideration

Deciding whether to take a lump sum or to annuitize an employer pension

Suggested by: Mike (28 Nov, '18) Upvoted: 28 Nov, '18 Comments: 0
Under consideration

Can My Spouse Make a Deductible IRA Contribution?

Suggested by: Toni Grimm (31 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Done

Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 17 Oct, '18 Comments: 0
Under consideration

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 12 Oct, '18 Comments: 0
Under consideration

FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 28 Sep, '18 Comments: 0
Under consideration
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