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Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 28 Apr Comments: 1
Under consideration

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) Upvoted: 31 Mar Comments: 0
Done

Monthly Budget Worksheet

Suggested by: Randa Hoffman (25 Aug, '20) Upvoted: 16 Sep Comments: 1
Planned

College planning funding options

Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 23 Sep Comments: 4
Under consideration

Investment-related issues

Suggested by: Mike (07 May) Upvoted: 17 Jun Comments: 3
Under consideration

What Issues to consider when my child turns 18.

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 05 Aug Comments: 1
Under consideration

SECURE Act

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

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 10 Aug 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

Tech Checklist at Death

Suggested by: Chris Hassett (29 Dec, '20) Upvoted: 16 Sep Comments: 1
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

Concentrated Positions

Suggested by: Daniel Granucci, CFA, CFP® (26 Aug, '20) Upvoted: 23 Sep Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 17 Aug Comments: 0
Under consideration

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 02 Jul Comments: 0
Under consideration

Issues To Consider If You Have A High Net Worth

Suggested by: Mike (07 May) Upvoted: 19 Jun Comments: 4
Under consideration

Create a flowchart for "should we set up a 403(b) for our organization?"

Suggested by: Graig Stettner (09 Sep) Upvoted: 09 Sep Comments: 0
Under consideration

prenuptual considerations

Suggested by: Christel Covert (21 Mar) Upvoted: 17 Aug Comments: 0
Under consideration

Secure Act RMD Rules

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

Issues To Consider When Inheriting An Annuity

Suggested by: Mike (07 May) Upvoted: 24 Aug Comments: 4
Under consideration

Education tax credit issues

Suggested by: Mike (12 May) Upvoted: 12 May Comments: 3
Under consideration

Buy vs. Rent a Home

Suggested by: Lindsay Martinez (03 Feb) Upvoted: 08 Sep Comments: 1
Under consideration

One-Page Financial Plan Questionnaire/Report

Suggested by: Sreeni (12 Feb) Upvoted: 27 Sep 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
Done

Inheritance checklist

Suggested by: Greg (01 Feb, '20) Upvoted: 19 Jun Comments: 2
Under consideration

Prohibited Transaction Exemption

Suggested by: Ed (21 May) Upvoted: 11 Oct Comments: 1
Under consideration

Credit Monitoring/Status

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

Financial Windfall

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

Small Business ret. Plans Flowchart

Suggested by: Douglas Eaton (27 Aug, '20) Upvoted: 05 May Comments: 0
Done

Considerations for Veterans

Suggested by: Eva (29 Jan, '20) Upvoted: 16 Sep Comments: 0
Under consideration

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 14 Oct Comments: 0
Under consideration

ESOP deicisions for those retiring

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

Legacy Planning Checklist

Suggested by: Robb Severdia (27 Aug) Upvoted: 07 Sep Comments: 2
Under consideration

Moving Abroad

Suggested by: Janet Barr (06 Aug) Upvoted: 15 Oct Comments: 2
Under consideration

What Issues Should I Consider When Evaluating A New Annuity

Suggested by: Mike (07 May) Upvoted: 07 May Comments: 1
Done

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 18 Jun Comments: 1
Under consideration

PICTURES!!

Suggested by: Shannon Moenkhaus (19 Jun) Upvoted: 30 Sep Comments: 0
Under consideration

Pros and cons of custodial accounts (UTMA/UGMA)

Suggested by: Sophie Leahy (23 Mar) Upvoted: 27 Aug Comments: 0
Under consideration

Advisor Value Checklist From Kitces & Carl Episode 54

Suggested by: scott benjamin (12 Mar) Upvoted: 17 Jun Comments: 0
Under consideration

How much risk should I take in my portfolio?

Suggested by: JoAnn May (28 Jan) Upvoted: 23 May Comments: 0
Under consideration

72(t) / SEPP rules

Suggested by: Rich (06 Jul, '20) Upvoted: 19 May Comments: 0
Under consideration

Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun, '20) Upvoted: 14 Sep Comments: 0
Done

Should I re-finance my mortgage?

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

Beginning of year checklist

Suggested by: Scott (10 Jan, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Tax Reduction Considerations

Suggested by: Elise (09 Jan, '20) Upvoted: 16 Sep 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

Gifting Decisions with new $11.5 million unified credit exemption equivalent per person, until 2026.

Suggested by: Anthony Smith (12 Oct, '18) Upvoted: 23 Sep Comments: 0
Under consideration

Donor Advised Fund Checklist

Suggested by: Jim Munchbach (18 May) Upvoted: 22 Jun Comments: 1
Planned

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