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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
Under consideration
2 votes

Rollovers and Direct Transfers

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

Social Security

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

Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) • Upvoted: 01 Oct, '18 • Comments: 0
Under consideration
1 votes

Tax-Efficient Spending Strategies From Retirement Portfolios

Suggested by: Chris (13 Feb) • Upvoted: 13 Feb • Comments: 0
Under consideration
1 votes

Showing the Benefit of Savings in Different Tax Buckets

Suggested by: Amy (07 Feb) • Upvoted: 07 Feb • Comments: 0
Under consideration
1 votes

Do I need a Trust

Suggested by: bob scott (04 Feb) • Upvoted: 04 Feb • Comments: 0
Under consideration
1 votes

Special Considerations When You Live in a Community Property State

Suggested by: Danielle Seurkamp (04 Feb) • Upvoted: 04 Feb • Comments: 0
Under consideration
1 votes

Inheritance checklist

Suggested by: Greg (01 Feb) • Upvoted: 01 Feb • Comments: 0
Under consideration
1 votes

W2 vs 1099 pay

Suggested by: William Nunn (31 Jan) • Upvoted: 31 Jan • Comments: 0
Under consideration
1 votes

Trustee Checklist

Suggested by: William Nunn (31 Jan) • Upvoted: 31 Jan • Comments: 0
Under consideration
1 votes

Considerations for Veterans

Suggested by: Eva (29 Jan) • Upvoted: 29 Jan • Comments: 0
Under consideration
1 votes

Flexible Savings Account versus Dependent Care Tax Credit

Suggested by: Linda G. (28 Jan) • Upvoted: 28 Jan • Comments: 0
Under consideration
1 votes

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

Suggested by: Aimee (27 Jan) • Upvoted: 27 Jan • Comments: 0
Under consideration
1 votes

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

Suggested by: Pam Horack (23 Jan) • Upvoted: 23 Jan • Comments: 0
Under consideration
1 votes

Business Transition Strategies

Suggested by: Kevin R. (19 Jan) • Upvoted: 19 Jan • Comments: 0
Under consideration
1 votes

Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan) • Upvoted: 19 Jan • Comments: 0
Under consideration
1 votes

Obama care health ins subsidy thresholds

Suggested by: TC (03 Jan) • Upvoted: 03 Jan • Comments: 0
Under consideration
1 votes

Final Disposition of Life Checklist

Suggested by: Mike (29 Dec, '19) • Upvoted: 29 Dec, '19 • Comments: 0
Under consideration
1 votes

Asset Location

Suggested by: Richard L Bergen (08 Nov, '19) • Upvoted: 08 Nov, '19 • Comments: 0
Under consideration
1 votes

PPO vs HDHP + HSA comparison

Suggested by: Jacqueline (30 Oct, '19) • Upvoted: 30 Oct, '19 • Comments: 0
Under consideration
1 votes

Terminal illness for client (not loved one)

Suggested by: Melissa Hughes (21 Oct, '19) • Upvoted: 21 Oct, '19 • Comments: 0
Under consideration
1 votes

planning considerations for nonresident and resident aliens (non-US citizens)

Suggested by: Mike (15 Oct, '19) • Upvoted: 15 Oct, '19 • Comments: 0
Under consideration
1 votes

When to make 1035 exchange from life insurance into annuity

Suggested by: Sarah Swantner (14 Oct, '19) • Upvoted: 14 Oct, '19 • Comments: 0
Under consideration
1 votes

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep, '19) • Upvoted: 19 Sep, '19 • Comments: 0
Under consideration
1 votes

Terminal Illness considerations for a loved one

Suggested by: Betty Wellhoefer Hill (04 Sep, '19) • Upvoted: 04 Sep, '19 • Comments: 0
Under consideration
1 votes

Add Roth consideration to Should I Set Up a Traditional 401(k)

Suggested by: Graig Stettner (28 Aug, '19) • Upvoted: 28 Aug, '19 • Comments: 0
Under consideration
1 votes

Should I refinance a student loan?

Suggested by: Bradley Shammas (21 Aug, '19) • Upvoted: 21 Aug, '19 • Comments: 0
Under consideration
1 votes

Can I re-claim my Social Security benefit at a later age to recieve a larger benefit?

Suggested by: William (22 Jul, '19) • Upvoted: 22 Jul, '19 • Comments: 0
Under consideration
1 votes

Considerations for Job Change

Suggested by: Windward (16 Jul, '19) • Upvoted: 16 Jul, '19 • Comments: 0
Under consideration
1 votes

Annuities

Suggested by: Gary Erickson (08 Jul, '19) • Upvoted: 08 Jul, '19 • Comments: 0
Under consideration
1 votes

UTMA vs. 529 Plan for Saving for College

Suggested by: Sue Chesney (21 Jun, '19) • Upvoted: 21 Jun, '19 • Comments: 0
Under consideration
1 votes

Issues to ensure proper residency change

Suggested by: Steve Kane (03 Jun, '19) • Upvoted: 03 Jun, '19 • Comments: 0
Under consideration
1 votes

Would I benefit from municipal bonds or tax free interest

Suggested by: timothy r guthrie (21 May, '19) • Upvoted: 21 May, '19 • Comments: 0
Under consideration
1 votes

Workflow of workflows

Suggested by: JUSTIN WALLER (10 Apr, '19) • Upvoted: 10 Apr, '19 • Comments: 0
Under consideration
1 votes

Will I be subject to 3.8% Medicare Tax?

Suggested by: Eric Blake (23 Mar, '19) • Upvoted: 23 Mar, '19 • Comments: 0
Done
1 votes

When are clients required to file an annual gift tax return?

Suggested by: Trudy (20 Mar, '19) • Upvoted: 20 Mar, '19 • Comments: 0
Under consideration
1 votes

taxation on selling a home

Suggested by: Stephanie Vokral (28 Feb, '19) • Upvoted: 28 Feb, '19 • Comments: 0
Under consideration
1 votes

Interaction between 529's and Education Credits

Suggested by: Richard L Bergen, CPA, CFP (tm) PFS (28 Feb, '19) • Upvoted: 28 Feb, '19 • Comments: 0
Under consideration
1 votes

Important Numbers 2018

Suggested by: Raven Pyle-McCrackyn (26 Feb, '19) • Upvoted: 26 Feb, '19 • Comments: 0
Under consideration
1 votes

Restricted Stock Units (RSU)

Suggested by: Rodney (19 Feb, '19) • Upvoted: 19 Feb, '19 • Comments: 0
Under consideration
1 votes

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) • Upvoted: 01 Feb, '19 • Comments: 0
Under consideration
1 votes

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) • Upvoted: 17 Jan, '19 • Comments: 0
Under consideration
1 votes

Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 07 Dec, '18 • Comments: 0
Under consideration
1 votes

Can I claim a Lifetime Learning Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 07 Dec, '18 • Comments: 0
Under consideration
1 votes

Can I claim an American Opportunity Tax Credit?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 07 Dec, '18 • Comments: 0
Under consideration
1 votes

Qualified Contribution Distribution (QCD)

Suggested by: Richard K Oring (30 Nov, '18) • Upvoted: 30 Nov, '18 • Comments: 0
Under consideration
1 votes

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) • Upvoted: 12 Oct, '18 • Comments: 0
Under consideration

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