Let us know what flowcharts and checklists you want to see us develop next.

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Can I Contribute to my SEP IRA

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

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 03 Jun, '20 Comments: 0
Under consideration

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan, '20) Upvoted: 31 Mar Comments: 1
Under consideration

SECURE Act

Suggested by: Dave (03 Jan, '20) Upvoted: 21 Aug, '20 Comments: 1
Under consideration

Funding and Savings Order (by type of account)

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

Sell or Keep Income Producing Property

Suggested by: Joe Irish (28 Dec, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Becoming An S-Corp LLC

Suggested by: JMStafford (19 Sep, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Revocable Living Trust Checklist

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

403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) Upvoted: 31 Mar Comments: 0
Under consideration

taxation on selling a home

Suggested by: Stephanie Vokral (28 Feb, '19) Upvoted: 03 Mar Comments: 4
Under consideration

Annuity review

Suggested by: Kent Travis (12 Apr, '20) Upvoted: 13 Apr Comments: 3
Under consideration

Tax Loss Harvesting

Suggested by: Rich A (25 Feb, '20) Upvoted: 31 Jan Comments: 1
Under consideration

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 31 Mar Comments: 1
Under consideration

83(b) Election?

Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Considerations for when parents have developed dementia/reduced faculties

Suggested by: Allen Parker (16 Oct, '19) Upvoted: 01 Mar Comments: 0
Under consideration

Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep, '19) Upvoted: 26 Jan Comments: 0
Under consideration

Roth Conversion vs Private Health Insurance Subsidy

Suggested by: Mike Rauth (27 Aug, '18) Upvoted: 25 Mar Comments: 0
Under consideration

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 14 Apr Comments: 2
Under consideration

Asset Location

Suggested by: Richard L Bergen (08 Nov, '19) Upvoted: 31 Mar Comments: 1
Under consideration

Monthly Budget Worksheet

Suggested by: Randa Hoffman (25 Aug, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Secure Act RMD Rules

Suggested by: Aaron (19 Dec, '19) Upvoted: 31 Jan Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 28 Jan Comments: 0
Under consideration

AGI and MAGI calculations

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

Do I need a Trust

Suggested by: bob scott (04 Feb, '20) Upvoted: 16 Feb Comments: 4
Under consideration

Hold or Sell Vested RSUs?

Suggested by: Joseph Alfonso (20 Oct, '20) Upvoted: 18 Mar Comments: 3
Planned

Charitable Giving Table

Suggested by: Matt (05 Dec, '19) Upvoted: 31 Jan Comments: 2
Under consideration

What Issues to consider when my child turns 18.

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 31 Mar Comments: 1
Under consideration

Onboarding A New Client Checklist

Suggested by: David M Pulcini (27 Nov, '19) Upvoted: 09 Apr Comments: 1
Under consideration

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 31 Mar Comments: 1
Under consideration

Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) Upvoted: 27 Feb Comments: 0
Under consideration

Medicaid Eligibility

Suggested by: Matthew Ragudo (29 Jun, '20) Upvoted: 05 Jan Comments: 2
Under consideration

My Identity was Breached. What Next?

Suggested by: Tiffany (21 Apr, '20) Upvoted: 23 Feb Comments: 2
Planned

Buy vs. Rent a Home

Suggested by: Lindsay Martinez (03 Feb) Upvoted: 31 Mar Comments: 1
Under consideration

Joint account registration choices

Suggested by: Kevin (04 Sep, '20) Upvoted: 02 Mar Comments: 1
Under consideration

Roth IRA for Minors

Suggested by: Pam Horack (17 Jul, '20) Upvoted: 31 Jan Comments: 1
Under consideration

reverse mortgage

Suggested by: Steven I Balaban (28 May, '20) Upvoted: 08 Feb Comments: 1
Under consideration

Financial Windfall

Suggested by: Windward (16 Jul, '19) Upvoted: 30 Sep, '20 Comments: 1
Done

Interaction between 529's and Education Credits

Suggested by: Richard L Bergen, CPA, CFP (tm) PFS (28 Feb, '19) Upvoted: 25 Jan Comments: 1
Under consideration

Medical Student Loan Repayment

Suggested by: Kevin (18 Apr, '19) Upvoted: 24 Mar, '20 Comments: 0
Under consideration

ESOP deicisions for those retiring

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

Inheritance checklist

Suggested by: Greg (01 Feb, '20) Upvoted: 31 Jan Comments: 2
Under consideration

Expat planning issues

Suggested by: Brian (25 Sep, '20) Upvoted: 22 Mar Comments: 1
Under consideration

W2 vs 1099 pay

Suggested by: William Nunn (31 Jan, '20) Upvoted: 31 Mar Comments: 1
Under consideration

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep, '19) Upvoted: 12 Feb Comments: 1
Under consideration

prenuptual considerations

Suggested by: Christel Covert (21 Mar) Upvoted: 02 Apr Comments: 0
Under consideration

Buy/Sell Agreements

Suggested by: Steve Conkin (21 Dec, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Small Business ret. Plans Flowchart

Suggested by: Douglas Eaton (27 Aug, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Which accounts to pull management fees from

Suggested by: Dave Eads (29 Apr, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Should I re-finance my mortgage?

Suggested by: Ryan Cole (26 Mar, '20) Upvoted: 06 Aug, '20 Comments: 0
Under consideration

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

Suggested by: Nate (30 Jan, '20) Upvoted: 03 Jun, '20 Comments: 0
Under consideration

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