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403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) Upvoted: 13 Dec, '20 Comments: 0
Under consideration

Considerations for when parents have developed dementia/reduced faculties

Suggested by: Allen Parker (16 Oct, '19) Upvoted: 31 Aug, '20 Comments: 0
Under consideration

Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep, '19) Upvoted: 05 Jan Comments: 0
Under consideration

AGI and MAGI calculations

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

Roth Conversion vs Private Health Insurance Subsidy

Suggested by: Mike Rauth (27 Aug, '18) Upvoted: 22 Nov, '19 Comments: 0
Under consideration

Asset Location

Suggested by: Richard L Bergen (08 Nov, '19) Upvoted: 25 Nov, '20 Comments: 1
Under consideration

Tax Loss Harvesting

Suggested by: Rich A (25 Feb, '20) Upvoted: 25 Nov, '20 Comments: 0
Under consideration

Secure Act RMD Rules

Suggested by: Aaron (19 Dec, '19) Upvoted: 25 Nov, '20 Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 25 Sep, '20 Comments: 0
Under consideration

Should I be a landlord?

Suggested by: Andie (06 May, '20) Upvoted: 06 Oct, '20 Comments: 3
Under consideration

Charitable Giving Table

Suggested by: Matt (05 Dec, '19) Upvoted: 10 Dec, '20 Comments: 2
Under consideration

Onboarding A New Client Checklist

Suggested by: David M Pulcini (27 Nov, '19) Upvoted: 02 Sep, '20 Comments: 1
Under consideration

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 17 Oct, '20 Comments: 1
Under consideration

Financial Windfall

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

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 17 Oct, '20 Comments: 0
Under consideration

Medical Student Loan Repayment

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

Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) Upvoted: 02 Sep, '20 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 Jul, '20 Comments: 0
Under consideration

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 22 Jul, '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

My Identity was Breached. What Next?

Suggested by: Tiffany (21 Apr, '20) Upvoted: 13 Dec, '20 Comments: 2
Planned

Joint account registration choices

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

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 14 Oct, '20 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 Nov, '20 Comments: 1
Under consideration

Monthly Budget Worksheet

Suggested by: Randa Hoffman (25 Aug, '20) Upvoted: 15 Oct, '20 Comments: 0
Under consideration

83(b) Election?

Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 25 Sep, '20 Comments: 0
Under consideration

Roth IRA for Minors

Suggested by: Pam Horack (17 Jul, '20) Upvoted: 12 Aug, '20 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

Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) Upvoted: 19 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

Considerations for Veterans

Suggested by: Eva (29 Jan, '20) Upvoted: 02 Sep, '20 Comments: 0
Under consideration

Fraud / Identity Theft Checklist

Suggested by: Neal M. Albritton (24 Jan, '20) Upvoted: 28 Jul, '20 Comments: 0
Under consideration

PPO vs HDHP + HSA comparison

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

Changing Jobs checklist

Suggested by: Todd M (19 Apr, '19) Upvoted: 14 Feb, '20 Comments: 0
Done

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 12 Aug, '20 Comments: 0
Under consideration

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

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 22 Jul, '20 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

Do I need a Trust

Suggested by: bob scott (04 Feb, '20) Upvoted: 31 Aug, '20 Comments: 4
Under consideration

Open Enrollment/ Annual Employee Benefit Review Checklist

Suggested by: Nate (30 Sep, '20) Upvoted: 03 Nov, '20 Comments: 1
Under consideration

College planning funding options

Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 12 Nov, '20 Comments: 1
Under consideration

Inheritance checklist

Suggested by: Greg (01 Feb, '20) Upvoted: 03 Nov, '20 Comments: 1
Under consideration

W2 vs 1099 pay

Suggested by: William Nunn (31 Jan, '20) Upvoted: 05 Oct, '20 Comments: 1
Under consideration

Obama care health ins subsidy thresholds

Suggested by: TC (03 Jan, '20) Upvoted: 14 May, '20 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, '20 Comments: 1
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 02 Sep, '20 Comments: 1
Under consideration

Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 16 Apr, '20 Comments: 1
Under consideration

Registered Rep vs Registered Investment Adviser

Suggested by: Dee Hinds (30 Nov, '20) Upvoted: 07 Jan Comments: 0
Under consideration

What Issues to consider when my child turns 18.

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 04 Nov, '20 Comments: 0
Under consideration

Expat planning issues

Suggested by: Brian (25 Sep, '20) Upvoted: 23 Oct, '20 Comments: 0
Under consideration

Small Business ret. Plans Flowchart

Suggested by: Douglas Eaton (27 Aug, '20) Upvoted: 03 Dec, '20 Comments: 0
Under consideration

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