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Advisor Alpha

Suggested by: Steph Bruno (03 May, '19) Upvoted: 14 Feb Comments: 0
Under consideration

Changing Jobs checklist

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

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) Upvoted: 15 Nov, '19 Comments: 0
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Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 30 Aug, '19 Comments: 0
Under consideration

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

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 2 days ago Comments: 0
Under consideration

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan) Upvoted: 06 Apr Comments: 1
Under consideration

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 14 Feb 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

Social Security - Restricted Application Benefits for Survivors

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

Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr, '19) Upvoted: 08 Nov, '19 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

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

ESOP deicisions for those retiring

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

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb) Upvoted: 24 Mar Comments: 0
Under consideration

Age of Majority Options

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

Tax Loss Harvesting

Suggested by: Rich A (25 Feb) Upvoted: 05 Mar Comments: 0
Under consideration

Student loan repayment options

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

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

Suggested by: Nate (30 Jan) Upvoted: 24 Mar Comments: 0
Under consideration

Fraud / Identity Theft Checklist

Suggested by: Neal M. Albritton (24 Jan) Upvoted: 07 Apr Comments: 0
Under consideration

Beginning of year checklist

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

Tax Reduction Considerations

Suggested by: Elise (09 Jan) Upvoted: 04 Feb Comments: 0
Under consideration

Secure Act RMD Rules

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

Charitable Giving Table

Suggested by: Matt (05 Dec, '19) Upvoted: 24 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

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 12 Feb 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

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 12 Sep, '19 Comments: 0
Under consideration

SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
Under consideration

Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 28 Feb, '19 Comments: 0
Under consideration

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
Under consideration

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
Under consideration

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
Under consideration

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

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
Under consideration

How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
Under consideration

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 14 Dec, '18 Comments: 0
Under consideration

Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
Under consideration

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