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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, '19 • Comments: 0
Under consideration
3 votes

FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) • Upvoted: 06 Apr, '20 • Comments: 0
Under consideration
2 votes

Legal Documents for Child Going Off to College

Suggested by: Ed Jastrem (09 Jun) • Upvoted: 13 Jul • Comments: 1
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2 votes

Should I freeze my credit?

Suggested by: Mark Wilson (23 May) • Upvoted: 19 Jun • Comments: 1
Under consideration
2 votes

What Issues Should We Consider When Combining Finances with a Partner?

Suggested by: James Hindes (25 Feb) • Upvoted: 19 Jun • Comments: 1
Under consideration
2 votes

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr, '20) • Upvoted: 19 Aug, '20 • Comments: 1
Done
2 votes

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) • Upvoted: 10 Aug, '20 • Comments: 1
Under consideration
2 votes

PICTURES!!

Suggested by: Shannon Moenkhaus (19 Jun) • Upvoted: 29 Jun • Comments: 0
Under consideration
2 votes

Client Quarterly/Annual Review Meetings

Suggested by: Michael Feeley (17 Jun) • Upvoted: 12 Jul • Comments: 0
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2 votes

net worth interactive checklist for annual planning updates

Suggested by: scott benjamin (16 Jun) • Upvoted: 17 Jun • Comments: 0
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2 votes

What documents should I expect to share with my financial professionals

Suggested by: J.C. Corrigan (07 Jun) • Upvoted: 17 Jun • Comments: 0
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2 votes

Should I make a QCD or gift appreciated securities?

Suggested by: Mark Wilson (23 May) • Upvoted: 27 May • Comments: 0
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2 votes

RMD Rules for Trusts Inheriting IRAs

Suggested by: Pam Horack (20 May) • Upvoted: 27 May • Comments: 0
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2 votes

Considerations for an early withdrawal from your retirement account

Suggested by: Dean (29 Apr) • Upvoted: 19 May • Comments: 0
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2 votes

Pros and cons of custodial accounts (UTMA/UGMA)

Suggested by: Sophie Leahy (23 Mar) • Upvoted: 31 Mar • Comments: 0
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2 votes

Table of IRMAA charges

Suggested by: Deborah Gdisis (30 Jan) • Upvoted: 10 Feb • Comments: 0
Under consideration
2 votes

Addressing concentrated stock position

Suggested by: James Brewer (29 Jan) • Upvoted: 27 Jun • Comments: 0
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2 votes

rule of 55

Suggested by: Shawn Glogowski (27 Jan) • Upvoted: 24 Jun • Comments: 0
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2 votes

"Should I Roll Over My Dormant 401(k)" Checklist

Suggested by: Kevin (16 Dec, '20) • Upvoted: 18 Dec, '20 • Comments: 0
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2 votes

deferred compensation

Suggested by: Todd Pouliot (17 Nov, '20) • Upvoted: 05 May • Comments: 0
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2 votes

Ensuring you don't incur a penalty for underpayment upon filing your tax return

Suggested by: Chris Hultstrand (13 Nov, '20) • Upvoted: 17 Nov, '20 • Comments: 0
Done
2 votes

Inherited property

Suggested by: Brittany Benassi (30 Sep, '20) • Upvoted: 23 Oct, '20 • Comments: 0
Done
2 votes

Issues to Consider - Child Passing Away

Suggested by: Whitey Holt (28 Sep, '20) • Upvoted: 21 Oct, '20 • Comments: 0
Under consideration
2 votes

Digital Assets

Suggested by: DeDe Jones (29 Jul, '20) • Upvoted: 17 Oct, '20 • Comments: 0
Under consideration
2 votes

Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun, '20) • Upvoted: 31 Mar • Comments: 0
Under consideration
2 votes

death of parent

Suggested by: David Silberg (20 Apr, '20) • Upvoted: 28 Jan • Comments: 0
Done
2 votes

Student loan repayment options

Suggested by: Lucy Shair (13 Feb, '20) • Upvoted: 24 Mar, '20 • Comments: 0
Done
2 votes

Issues/Opportunities to consider when looking at order to liquidate accounts during retirement?

Suggested by: Aimee (27 Jan, '20) • Upvoted: 17 Aug, '20 • Comments: 0
Under consideration
2 votes

What do I do with after-tax IRA or 401k contributions?

Suggested by: Pam Horack (23 Jan, '20) • Upvoted: 22 Jul, '20 • Comments: 0
Under consideration
2 votes

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

Suggested by: Graig (18 Jul, '19) • Upvoted: 08 Nov, '19 • Comments: 0
Under consideration
2 votes

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

Suggested by: Russell (30 Jan, '19) • Upvoted: 09 May, '19 • Comments: 0
Done
2 votes

How to Calculate Roth Conversion

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

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) • Upvoted: 25 Jun, '20 • Comments: 0
Under consideration
2 votes

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) • Upvoted: 26 Jun, '19 • Comments: 0
Done
2 votes

fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) • Upvoted: 11 Dec, '18 • Comments: 0
Under consideration
1 votes

CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr, '20) • Upvoted: 09 Apr, '20 • Comments: 1
Done
1 votes

What to do when you have been a victim of Identity theft or fraud

Suggested by: LeRoy Bizzell (22 Jul) • Upvoted: 22 Jul • Comments: 0
Under consideration
1 votes

One-page financial planning summary of recommendations

Suggested by: Mark Silverman (14 Jul) • Upvoted: 14 Jul • Comments: 0
Under consideration
1 votes

Inherited Roth IRA Distribution Rules

Suggested by: David (12 Jul) • Upvoted: 12 Jul • Comments: 0
Under consideration
1 votes

Should I create a written retirement income plan

Suggested by: Michael Schellinger (12 Jul) • Upvoted: 12 Jul • Comments: 0
Under consideration
1 votes

What Issues Should I Consider When I Reach Financial Independence Early?

Suggested by: James Hindes (10 Jul) • Upvoted: 10 Jul • Comments: 0
Under consideration
1 votes

What Issues Should I Consider When My Child Graduates From College?

Suggested by: James Hindes (10 Jul) • Upvoted: 10 Jul • Comments: 0
Under consideration
1 votes

Mortgage points

Suggested by: Emmanuel Henson (07 Jul) • Upvoted: 07 Jul • Comments: 0
Under consideration
1 votes

Is My Stock Eligible for Qualified Small Business Stock Tax Treatment (Code Section 1202)?

Suggested by: Thomas Conway (06 Jul) • Upvoted: 06 Jul • Comments: 0
Under consideration
1 votes

HELOC vs. Cash-out

Suggested by: Dhamma (29 Jun) • Upvoted: 29 Jun • Comments: 0
Under consideration
1 votes

Considerations When Hiring a New Financial Advisor

Suggested by: Stephanie Sammons (21 Jun) • Upvoted: 21 Jun • Comments: 0
Under consideration
1 votes

Issues to Consider when acting as Trustee for another person's trust

Suggested by: Denny (18 Jun) • Upvoted: 18 Jun • Comments: 0
Under consideration
1 votes

10b5-1 Plans

Suggested by: Tom G (09 Jun) • Upvoted: 09 Jun • Comments: 0
Under consideration
1 votes

Qualifying to ABLE account

Suggested by: Teresa Kakadelas (27 May) • Upvoted: 27 May • Comments: 0
Under consideration
1 votes

Is my ira subject (exempt) to (from) the IRA One Rollover per Year Rule?

Suggested by: J.C. Corrigan (21 May) • Upvoted: 21 May • Comments: 0
Under consideration

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