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How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) Upvoted: 28 Feb Comments: 0
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Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 28 Feb Comments: 0
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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 Comments: 0
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Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 12 Jun Comments: 0
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ESOP deicisions for those retiring

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

Suggested by: James H (17 Jul) Upvoted: 18 Sep Comments: 0
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Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul) Upvoted: 12 Sep Comments: 0
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Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May) Upvoted: 30 Aug Comments: 0
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Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May) Upvoted: 30 Aug Comments: 0
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Advisor Alpha

Suggested by: Steph Bruno (03 May) Upvoted: 30 Aug Comments: 0
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Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr) Upvoted: 16 Jul Comments: 0
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Changing Jobs checklist

Suggested by: Todd M (19 Apr) Upvoted: 16 Jul Comments: 0
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Medical Student Loan Repayment

Suggested by: Kevin (18 Apr) Upvoted: 22 Jul Comments: 0
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SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr) Upvoted: 12 Aug Comments: 0
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SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar) Upvoted: 30 Aug Comments: 0
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Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb) Upvoted: 28 Feb Comments: 0
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What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan) Upvoted: 09 May Comments: 0
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How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan) Upvoted: 12 Jun Comments: 0
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How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun Comments: 0
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401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb Comments: 0
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Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 28 Feb Comments: 0
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Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 28 Feb Comments: 0
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How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 28 Feb Comments: 0
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Is my 529 withdrawal a qualified distribution?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 03 Feb Comments: 0
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When is it approriate to invest in a QLAC?

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

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
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fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
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Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 23 Oct, '18 Comments: 0
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FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 26 Jun Comments: 0
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Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
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Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
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Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep) Upvoted: 25 Sep Comments: 0
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Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep) Upvoted: 20 Sep Comments: 0
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Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep) Upvoted: 19 Sep Comments: 0
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Terminal Illness considerations for a loved one

Suggested by: Betty Wellhoefer Hill (04 Sep) Upvoted: 04 Sep Comments: 0
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Add Roth consideration to Should I Set Up a Traditional 401(k)

Suggested by: Graig Stettner (28 Aug) Upvoted: 28 Aug Comments: 0
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Should I refinance a student loan?

Suggested by: Bradley Shammas (21 Aug) Upvoted: 21 Aug Comments: 0
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Can I re-claim my Social Security benefit at a later age to recieve a larger benefit?

Suggested by: William (22 Jul) Upvoted: 22 Jul Comments: 0
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Kiddie Tax

Suggested by: Mike Graziano (22 Jul) Upvoted: 22 Jul Comments: 0
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Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul) Upvoted: 18 Jul Comments: 0
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Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul) Upvoted: 16 Jul Comments: 0
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Financial Windfall

Suggested by: Windward (16 Jul) Upvoted: 16 Jul Comments: 0
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Considerations for Job Change

Suggested by: Windward (16 Jul) Upvoted: 16 Jul Comments: 0
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Annuities

Suggested by: Gary Erickson (08 Jul) Upvoted: 08 Jul Comments: 0
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UTMA vs. 529 Plan for Saving for College

Suggested by: Sue Chesney (21 Jun) Upvoted: 21 Jun Comments: 0
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Checklist for adult children to know about their parent's finances

Suggested by: Jennifer Johnston (17 Jun) Upvoted: 17 Jun Comments: 0
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Issues to ensure proper residency change

Suggested by: Steve Kane (03 Jun) Upvoted: 03 Jun Comments: 0
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Would I benefit from municipal bonds or tax free interest

Suggested by: timothy r guthrie (21 May) Upvoted: 21 May Comments: 0
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Workflow of workflows

Suggested by: JUSTIN WALLER (10 Apr) Upvoted: 10 Apr Comments: 0
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