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Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 15 May Comments: 1
Under consideration

Medical Student Loan Repayment

Suggested by: Kevin (18 Apr, '19) Upvoted: 24 Mar Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 22 Apr Comments: 0
Under consideration

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 22 Oct, '19 Comments: 0
Under consideration

Charitable Giving Table

Suggested by: Matt (05 Dec, '19) Upvoted: 04 Jun Comments: 1
Under consideration

Tax Loss Harvesting

Suggested by: Rich A (25 Feb) Upvoted: 28 May Comments: 0
Under consideration

Checklist for Starting a Business - Client's Personal Financial Considerations

Suggested by: Nate (30 Jan) Upvoted: 03 Jun Comments: 0
Under consideration

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 15 May Comments: 0
Under consideration

Changing Jobs checklist

Suggested by: Todd M (19 Apr, '19) Upvoted: 14 Feb Comments: 0
Done

What portion of my social security benefits will be taxed?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 28 Mar, '19 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: 22 Oct, '19 Comments: 0
Under consideration

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 31 Jan Comments: 0
Under consideration

ESOP deicisions for those retiring

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 28 May Comments: 0
Under consideration

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 14 Feb Comments: 1
Under consideration

Interaction between 529's and Education Credits

Suggested by: Richard L Bergen, CPA, CFP (tm) PFS (28 Feb, '19) Upvoted: 12 Jun Comments: 1
Under consideration

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

Suggested by: Tanner (11 Jan, '19) Upvoted: 14 Feb Comments: 1
Under consideration

Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 16 Apr Comments: 1
Under consideration

Should I re-finance my mortgage?

Suggested by: Ryan Cole (26 Mar) Upvoted: 09 Jun Comments: 0
Under consideration

Considerations for Veterans

Suggested by: Eva (29 Jan) Upvoted: 22 May Comments: 0
Under consideration

Fraud / Identity Theft Checklist

Suggested by: Neal M. Albritton (24 Jan) Upvoted: 29 Jun Comments: 0
Under consideration

Tax Reduction Considerations

Suggested by: Elise (09 Jan) Upvoted: 03 Jul Comments: 0
Under consideration

Obama care health ins subsidy thresholds

Suggested by: TC (03 Jan) Upvoted: 14 May Comments: 0
Under consideration

Secure Act RMD Rules

Suggested by: Aaron (19 Dec, '19) Upvoted: 20 Jun Comments: 0
Under consideration

When to make 1035 exchange from life insurance into annuity

Suggested by: Sarah Swantner (14 Oct, '19) Upvoted: 14 May Comments: 0
Under consideration

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 30 Apr Comments: 0
Under consideration

Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May, '19) Upvoted: 29 Jan Comments: 0
Under consideration

Is a Donor Advised Fund right for me?

Suggested by: Christopher Wenders (10 Feb, '19) Upvoted: 26 Sep, '19 Comments: 0
Under consideration

Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 09 Feb Comments: 0
Under consideration

How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 20 Jun 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: 23 Jul, '19 Comments: 0
Under consideration

FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 06 Apr Comments: 0
Under consideration

My Identity was Breached. What Next?

Suggested by: Tiffany (21 Apr) Upvoted: 02 Jul Comments: 2
Planned

College planning funding options

Suggested by: Larry Saffer (07 Jul) Upvoted: 07 Jul Comments: 1
Under consideration

Inheritance checklist

Suggested by: Greg (01 Feb) Upvoted: 20 Jun Comments: 1
Under consideration

Asset Location

Suggested by: Richard L Bergen (08 Nov, '19) Upvoted: 20 Jun Comments: 1
Under consideration

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

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 08 Nov, '19 Comments: 1
Under consideration

Age of Majority Options

Suggested by: Diane M Gederman (25 Feb) Upvoted: 08 Mar Comments: 0
Under consideration

Student loan repayment options

Suggested by: Lucy Shair (13 Feb) Upvoted: 24 Mar Comments: 0
Under consideration

Trustee Checklist

Suggested by: William Nunn (31 Jan) Upvoted: 12 Apr Comments: 0
Under consideration

Business Transition Strategies

Suggested by: Kevin R. (19 Jan) Upvoted: 30 Apr Comments: 0
Under consideration

Beginning of year checklist

Suggested by: Scott (10 Jan) Upvoted: 10 Jan Comments: 0
Under consideration

Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 13 Feb Comments: 0
Under consideration

Onboarding A New Client Checklist

Suggested by: David M Pulcini (27 Nov, '19) Upvoted: 29 Jan Comments: 0
Under consideration

PPO vs HDHP + HSA comparison

Suggested by: Jacqueline (30 Oct, '19) Upvoted: 20 Jun Comments: 0
Under consideration

Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

Roadmap to the Code of Ethics and Standards of Conduct - Checklist - Appendix 4 and 5 from CFP Board

Suggested by: J.C. Corrigan (06 Sep, '19) Upvoted: 20 Sep, '19 Comments: 0
Under consideration

Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul, '19) Upvoted: 24 Mar Comments: 0
Under consideration

Financial Windfall

Suggested by: Windward (16 Jul, '19) Upvoted: 29 Jan Comments: 0
Under consideration

Annuities

Suggested by: Gary Erickson (08 Jul, '19) Upvoted: 23 Apr Comments: 0
Under consideration

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