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Funding and Savings Order (by type of account)

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....
Suggested by: Matt (26 Sep, '18) Upvoted: 14 Oct Comments: 9
Under consideration

Beneficiary designation / wealth transfer issues

Suggested by: Mike (12 May, '21) Upvoted: 26 Nov Comments: 17
Under consideration

Issues To Consider Related To Home Ownership

Suggested by: Mike (07 May, '21) Upvoted: 03 Nov Comments: 18
Under consideration

What Issues to consider before/after my child turns 18, after graduation, etc.?

Issues like them having DPOA, health care directives and documents to allow doctors to talk to them. Insurance, taxes etc.
Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 28 Nov Comments: 14
Under consideration

Issues To Consider In Charitable Giving Options or general gifting

Suggested by: Mike (07 May, '21) Upvoted: 2 days ago Comments: 13
Under consideration

RMD Distribution Rule for IRA - Traditional / Roths / Roll-Overs / Inherited

Focus only on the RMD Distributions for IRA - Traditional / Roths / Roll-Overs / Inherited for Spouse, Trust, Trust by Qualified Disclaimer, Charity, Estate, ...
Suggested by: Paul M. Paquette (07 Feb) Upvoted: 2 days ago Comments: 19
Under consideration

AGI and MAGI calculations - deductions and credits

When reviewing tax charts to determine IRA deduction/qualifications, they state AGI and MAGI, further clarification/conclusion is needed.
Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 17 Nov Comments: 14
Under consideration

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

Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.
Suggested by: John White (15 Aug, '18) Upvoted: 06 Nov Comments: 5
Under consideration

Investment-related issues

Suggested by: Mike (07 May, '21) Upvoted: 07 Oct Comments: 18
Under consideration

Medicare Comparisons

Suggested by: Mike (07 May, '21) Upvoted: 06 Nov Comments: 9
Under consideration

You offer checklists & flowcharts – consider creating “worksheets”

You offer checklists & flowcharts – consider creating “worksheets” Ex) Budgeting worksheet, fixed annuity review worksheet, variable annuity review worksheet etc.
Suggested by: David Deller (27 Apr) Upvoted: 10 Nov Comments: 4
Under consideration

Trustee Checklist

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 ...
Suggested by: William Nunn (31 Jan, '20) Upvoted: 25 Oct Comments: 6
Under consideration

Should I consider a reverse mortgage?

Suggested by: Douglas Nelson, CFP (25 Aug, '21) Upvoted: 18 Nov Comments: 9
Under consideration

DOL rollover checklist

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 ...
Suggested by: JC (02 Mar) Upvoted: 10 Nov Comments: 7
Under consideration

83(b) Election?

Flow chart or checklist to help clients decide whether to use the 83(b) election.
Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 03 Nov Comments: 1
Under consideration

1031 Exchange

Things to consider with a 1031 Exchange of like-kind property
Suggested by: Ann C Alsina (22 May, '20) Upvoted: 27 Sep Comments: 2
Under consideration

Issues To Consider With My HSA

Suggested by: Mike (07 May, '21) Upvoted: 06 Nov Comments: 5
Under consideration

Issues To Consider For International Planning

Suggested by: Mike (07 May, '21) Upvoted: 07 Oct Comments: 13
Under consideration

Legacy Planning Checklist

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 ...
Suggested by: Robb Severdia (27 Aug, '21) Upvoted: 25 Nov Comments: 8
Under consideration

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

How to advise clients that have real estate holdings on the best strategy for their situation.
Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 06 Nov Comments: 1
Under consideration

What Issues Should We Consider When Combining Finances with a Partner?

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 ...
Suggested by: James Hindes (25 Feb, '21) Upvoted: 12 Oct Comments: 6
Under consideration

Issues To Consider If You Are A Government Worker

Suggested by: Mike (07 May, '21) Upvoted: 17 Nov Comments: 5
Under consideration

Tax Preperation Checklist

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 ...
Suggested by: Scott Leonard (28 Jan, '21) Upvoted: 07 Oct Comments: 4
Under consideration

Aging / illness for a loved one

Suggested by: Mike (07 May, '21) Upvoted: 06 Nov Comments: 8
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: 04 Aug Comments: 0
Under consideration

Revocable Living Trust Checklist

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 ...
Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 06 Jul Comments: 0
Under consideration

College planning funding options

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 )
Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 06 Nov Comments: 4
Under consideration

Tax Loss Harvesting

A chart showing the decision making process, flow, and even example (percentage or a rounded number) of this plan
Suggested by: Rich A (25 Feb, '20) Upvoted: 11 Aug Comments: 3
Under consideration

Life Insurance Review checklist

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 ...
Suggested by: Todd Hall (16 Jul, '19) Upvoted: 07 Oct Comments: 3
Under consideration

Tax Reduction Considerations

Did you max out an HSA if you have one? Did you max out your 401(k)? Did you take advantage of a QCD?
Suggested by: Elise (09 Jan, '20) Upvoted: 25 May Comments: 4
Under consideration

Credit Monitoring/Status

A checklist for helping client keep their credit information safe would be helpful. Items like freezing credit, reviewing a credit report, etc.
Suggested by: Whitey Holt (19 Sep, '19) Upvoted: 15 Jul Comments: 3
Under consideration

Paying off Credit Card Debt- debt counseling

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 ...
Suggested by: doug (27 Feb, '19) Upvoted: 07 Oct Comments: 1
Under consideration

Considerations for an early withdrawal from your retirement account

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 ...
Suggested by: Dean (29 Apr, '21) Upvoted: 19 May, '21 Comments: 2
Under consideration

Creative Resources - Visuals, Concepts, Pictures, etc.

We have a great base of checklist + flowcharts. Wouldn't it be more impactful to take some of these core concepts and create visuals?
Suggested by: Shannon Moenkhaus (19 Jun, '21) Upvoted: 21 Jul Comments: 1
Under consideration

Issues To Consider If You Have A High Net Worth

Suggested by: Mike (07 May, '21) Upvoted: 19 Jun, '21 Comments: 4
Under consideration

Elder Care Checklist

Suggested by: [email protected] (19 Feb, '21) Upvoted: 23 Mar Comments: 4
Under consideration

Best retirement plan for a one-person company

Comparing SEP, solo-k, profit sharing, cash balance, defined benefit plans when no employees are a consideration
Suggested by: Mark Wilson (23 May, '21) Upvoted: 17 May Comments: 3
Under consideration

Tax-Efficient Spending Strategies From Retirement Portfolios

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 ...
Suggested by: Chris (13 Feb, '20) Upvoted: 03 Aug Comments: 2
Under consideration

Create a flowchart for "should we set up a 403(b) for our organization?"

It would basically be the same as the one for the 401(k), with just a couple of modifications.
Suggested by: Graig Stettner (09 Sep, '21) Upvoted: 09 Sep, '21 Comments: 0
Under consideration

ESOP deicisions for those retiring

Is best for retiring client to do with company stock and plans that include company stock options.
Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 05 Aug Comments: 0
Under consideration

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) Upvoted: 02 Mar Comments: 4
Under consideration

Annuity selection Flow chart

A flow chart that will help guide a client to choose the best Annuity Product for their particular situation.
Suggested by: Paul Michael Paquette (12 Feb) Upvoted: 03 Aug Comments: 2
Under consideration

10b5-1 Plans

What factors to consider when drafting a 10b5-1 plan.
Suggested by: Tom G (09 Jun, '21) Upvoted: 2 days ago Comments: 0
Under consideration

Tax Filing Issues - estimated, divorce, MFS, MFJ, etc.

Flowchart illustrating safe harbor tax rules and filing amounts and whether or not a client should be filing estimated taxes
Suggested by: Dylan Potter (28 Jan) Upvoted: 13 Jul Comments: 3
Under consideration

deferred compensation

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 ...
Suggested by: Todd Pouliot (17 Nov, '20) Upvoted: 07 Dec, '21 Comments: 1
Under consideration

PPO vs HDHP + HSA comparison

Walk a client through the open enrollment decision to go with a PPO or HMO vs. HDHP & HSA
Suggested by: Jacqueline (30 Oct, '19) Upvoted: 21 Jul Comments: 0
Under consideration

What to do after a natural disaster destroys your home and/or other property?

Offer checklist of things to do after someone experiences the trauma of total devastation.
Suggested by: Josh (30 Sep) Upvoted: 30 Sep Comments: 2
Under consideration

Identity Theft

Steps to take when you suspect your identity has been stolen or you've been hacked.
Suggested by: Richard Hallum (29 Jul) Upvoted: 19 Oct Comments: 1
Under consideration

401k Loan Checklist/Guidelines

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 ...
Suggested by: Erik Berry (26 Dec, '18) Upvoted: 20 Sep Comments: 1
Under consideration

Retirement Readiness Checklist for Plan Participants

checklist for annual check in with retirement plan participants with some customizable questions
Suggested by: scott benjamin (30 Mar, '21) Upvoted: 10 Oct Comments: 1
Under consideration