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Questions to ask when creating an estate plan

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

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 07 Aug Comments: 9
Under consideration

Beneficiary designation / wealth transfer issues

Suggested by: Mike (12 May, '21) Upvoted: 07 Aug Comments: 16
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Issues To Consider Related To Home Ownership

Suggested by: Mike (07 May, '21) Upvoted: 29 Jul Comments: 18
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What Issues to consider before/after my child turns 18, after graduation, etc.?

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 07 Aug Comments: 14
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Issues To Consider In Charitable Giving Options or general gifting

Suggested by: Mike (07 May, '21) Upvoted: 03 Aug Comments: 13
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Max funding of a Life Insurance contract for tax advantaged retirement income

Suggested by: John White (15 Aug, '18) Upvoted: yesterday Comments: 5
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RMD Distribution Rule for IRA - Traditional / Roths / Roll-Overs / Inherited

Suggested by: Paul M. Paquette (07 Feb) Upvoted: 04 Aug Comments: 18
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Investment-related issues

Suggested by: Mike (07 May, '21) Upvoted: 23 Jun Comments: 18
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AGI and MAGI calculations - deductions and credits

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 29 Jul Comments: 14
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Medicare Comparisons

Suggested by: Mike (07 May, '21) Upvoted: 05 Aug Comments: 9
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Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) Upvoted: 02 Aug Comments: 6
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83(b) Election?

Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 2 days ago Comments: 1
Under consideration

Should I consider a reverse mortgage?

Suggested by: Douglas Nelson, CFP (25 Aug, '21) Upvoted: 2 days ago Comments: 9
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You offer checklists & flowcharts – consider creating “worksheets”

Suggested by: David Deller (27 Apr) Upvoted: 05 Aug Comments: 4
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1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) Upvoted: 13 Jul Comments: 1
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Issues To Consider With My HSA

Suggested by: Mike (07 May, '21) Upvoted: 21 May Comments: 5
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Issues To Consider For International Planning

Suggested by: Mike (07 May, '21) Upvoted: 05 Aug Comments: 13
Under consideration

DOL rollover checklist

Suggested by: JC (02 Mar) Upvoted: 05 Aug Comments: 7
Under consideration

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

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 21 Jul Comments: 1
Under consideration

Issues To Consider If You Are A Government Worker

Suggested by: Mike (07 May, '21) Upvoted: 18 Jul Comments: 5
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Legacy Planning Checklist

Suggested by: Robb Severdia (27 Aug, '21) Upvoted: 02 Aug Comments: 7
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What Issues Should We Consider When Combining Finances with a Partner?

Suggested by: James Hindes (25 Feb, '21) Upvoted: 14 Jul Comments: 6
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

Aging / illness for a loved one

Suggested by: Mike (07 May, '21) Upvoted: 27 Apr Comments: 8
Under consideration

Tax Preperation Checklist

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

Revocable Living Trust Checklist

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

Tax Loss Harvesting

Suggested by: Rich A (25 Feb, '20) Upvoted: yesterday Comments: 3
Under consideration

College planning funding options

Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 21 Apr Comments: 4
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Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 04 Mar Comments: 3
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Tax Reduction Considerations

Suggested by: Elise (09 Jan, '20) Upvoted: 25 May Comments: 4
Under consideration

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep, '19) Upvoted: 15 Jul Comments: 3
Under consideration

Considerations for an early withdrawal from your retirement account

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

Creative Resources - Visuals, Concepts, Pictures, etc.

Suggested by: Shannon Moenkhaus (19 Jun, '21) Upvoted: 21 Jul Comments: 1
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Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 21 Jul Comments: 1
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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

Suggested by: Mark Wilson (23 May, '21) Upvoted: 17 May Comments: 3
Under consideration

Tax-Efficient Spending Strategies From Retirement Portfolios

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?"

Suggested by: Graig Stettner (09 Sep, '21) Upvoted: 09 Sep, '21 Comments: 0
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ESOP deicisions for those retiring

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

Suggested by: Paul Michael Paquette (12 Feb) Upvoted: 03 Aug Comments: 2
Under consideration

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

Suggested by: Dylan Potter (28 Jan) Upvoted: 13 Jul Comments: 3
Under consideration

deferred compensation

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

PPO vs HDHP + HSA comparison

Suggested by: Jacqueline (30 Oct, '19) Upvoted: 21 Jul Comments: 0
Under consideration

10b5-1 Plans

Suggested by: Tom G (09 Jun, '21) Upvoted: 05 Aug Comments: 0
Under consideration

Extreme Weather and Power Outage Checklist

Suggested by: Bob Robinson (07 Sep, '21) Upvoted: 16 Jun Comments: 1
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 02 Sep, '20 Comments: 1
Under consideration

What ongoing issues (financial and non-financial) should I consider during retirement

Suggested by: Bruce (09 Jun) Upvoted: 27 Jun Comments: 1
Under consideration

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