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3 votes

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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3 votes

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) • Upvoted: 28 Feb • Comments: 0
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3 votes

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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3 votes

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) • Upvoted: 12 Jun • Comments: 0
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3 votes

ESOP deicisions for those retiring

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

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) • Upvoted: 20 Sep • Comments: 0
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2 votes

Employee Benefits Review Checklist

Suggested by: James H (17 Jul) • Upvoted: 18 Sep • Comments: 0
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2 votes

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul) • Upvoted: 12 Sep • Comments: 0
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2 votes

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May) • Upvoted: 30 Aug • Comments: 0
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2 votes

Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May) • Upvoted: 30 Aug • Comments: 0
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2 votes

Advisor Alpha

Suggested by: Steph Bruno (03 May) • Upvoted: 30 Aug • Comments: 0
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2 votes

Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr) • Upvoted: 16 Jul • Comments: 0
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2 votes

Changing Jobs checklist

Suggested by: Todd M (19 Apr) • Upvoted: 16 Jul • Comments: 0
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2 votes

Medical Student Loan Repayment

Suggested by: Kevin (18 Apr) • Upvoted: 22 Jul • Comments: 0
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2 votes

SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr) • Upvoted: 12 Aug • Comments: 0
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2 votes

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar) • Upvoted: 30 Aug • Comments: 0
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2 votes

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb) • Upvoted: 28 Feb • Comments: 0
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2 votes

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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2 votes

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan) • Upvoted: 12 Jun • Comments: 0
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2 votes

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) • Upvoted: 26 Jun • Comments: 0
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2 votes

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) • Upvoted: 28 Feb • Comments: 0
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2 votes

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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2 votes

Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) • Upvoted: 28 Feb • Comments: 0
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2 votes

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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2 votes

Is my 529 withdrawal a qualified distribution?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 03 Feb • Comments: 0
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2 votes

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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2 votes

Counseling

Suggested by: John (04 Dec, '18) • Upvoted: 12 Dec, '18 • Comments: 0
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2 votes

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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2 votes

Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) • Upvoted: 23 Oct, '18 • Comments: 0
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2 votes

FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) • Upvoted: 26 Jun • Comments: 0
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2 votes

Social Security

Suggested by: John (28 Sep, '18) • Upvoted: 11 Oct, '18 • Comments: 0
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2 votes

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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1 votes

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep) • Upvoted: 25 Sep • Comments: 0
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1 votes

Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep) • Upvoted: 20 Sep • Comments: 0
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1 votes

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep) • Upvoted: 19 Sep • Comments: 0
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1 votes

Terminal Illness considerations for a loved one

Suggested by: Betty Wellhoefer Hill (04 Sep) • Upvoted: 04 Sep • Comments: 0
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1 votes

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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1 votes

Should I refinance a student loan?

Suggested by: Bradley Shammas (21 Aug) • Upvoted: 21 Aug • Comments: 0
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1 votes

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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1 votes

Kiddie Tax

Suggested by: Mike Graziano (22 Jul) • Upvoted: 22 Jul • Comments: 0
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1 votes

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

Suggested by: Graig (18 Jul) • Upvoted: 18 Jul • Comments: 0
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1 votes

Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul) • Upvoted: 16 Jul • Comments: 0
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1 votes

Financial Windfall

Suggested by: Windward (16 Jul) • Upvoted: 16 Jul • Comments: 0
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1 votes

Considerations for Job Change

Suggested by: Windward (16 Jul) • Upvoted: 16 Jul • Comments: 0
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1 votes

Annuities

Suggested by: Gary Erickson (08 Jul) • Upvoted: 08 Jul • Comments: 0
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1 votes

UTMA vs. 529 Plan for Saving for College

Suggested by: Sue Chesney (21 Jun) • Upvoted: 21 Jun • Comments: 0
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1 votes

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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1 votes

Issues to ensure proper residency change

Suggested by: Steve Kane (03 Jun) • Upvoted: 03 Jun • Comments: 0
Under consideration
1 votes

Would I benefit from municipal bonds or tax free interest

Suggested by: timothy r guthrie (21 May) • Upvoted: 21 May • Comments: 0
Under consideration
1 votes

Workflow of workflows

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

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