Let us know what flowcharts and checklists you want to see us develop next.
403b 15 year catchup rule
Under consideration
Considerations for when parents have developed dementia/reduced faculties
Under consideration
Original Medicaire vs. Medicare Advantage Plans
Under consideration
AGI and MAGI calculations
Under consideration
Roth Conversion vs Private Health Insurance Subsidy
Under consideration
Asset Location
Under consideration
Tax Loss Harvesting
Under consideration
Secure Act RMD Rules
Under consideration
Are you saving enough workflow? Are you on track?
Under consideration
Should I be a landlord?
Under consideration
Charitable Giving Table
Under consideration
Onboarding A New Client Checklist
Under consideration
Comparison of Small Business Retirement Plans
Under consideration
Life Insurance Review checklist
Under consideration
Medical Student Loan Repayment
Under consideration
Personal Financial Records Document
Under consideration
Revocable Living Trust Checklist
Under consideration
ESOP deicisions for those retiring
Under consideration
Joint account registration choices
Under consideration
Kiddie Tax
Under consideration
Interaction between 529's and Education Credits
Suggested by: Richard L Bergen, CPA, CFP (tm) PFS
(28 Feb, '19)
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Upvoted: 12 Nov, '20
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Comments: 1
Under consideration
Monthly Budget Worksheet
Under consideration
83(b) Election?
Under consideration
Roth IRA for Minors
Under consideration
Should I re-finance my mortgage?
Under consideration
Trustee Checklist
Under consideration
Checklist for Starting a Business - Client's Personal Financial Considerations
Under consideration
Considerations for Veterans
Under consideration
Fraud / Identity Theft Checklist
Under consideration
PPO vs HDHP + HSA comparison
Under consideration
Paying off Credit Card Debt- debt counseling
Under consideration
Holding real estate property in a trust or form an LLC?
Under consideration
What portion of my social security benefits will be taxed?
Under consideration
Do I need a Trust
Under consideration
Open Enrollment/ Annual Employee Benefit Review Checklist
Under consideration
College planning funding options
Under consideration
Inheritance checklist
Under consideration
W2 vs 1099 pay
Under consideration
Obama care health ins subsidy thresholds
Under consideration
I have a day job and a side gig. How do i max out my retirement contributions?
Under consideration
401k Loan Checklist/Guidelines
Under consideration
Rollovers and Direct Transfers
Under consideration
Registered Rep vs Registered Investment Adviser
Under consideration
What Issues to consider when my child turns 18.
Under consideration
Expat planning issues
Under consideration
Small Business ret. Plans Flowchart
Under consideration