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SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
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Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) Upvoted: 08 Nov, '19 Comments: 0
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Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 28 Feb, '19 Comments: 0
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TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) Upvoted: 08 Nov, '19 Comments: 0
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Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) Upvoted: 26 Jun Comments: 0
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What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
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How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
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In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) Upvoted: 25 Jun Comments: 0
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How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
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401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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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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Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
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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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Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
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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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CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr) Upvoted: 09 Apr Comments: 1
Done

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 12 Oct, '18 Comments: 1
Under consideration

When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul) Upvoted: 10 Jul Comments: 0
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72(t) / SEPP rules

Suggested by: Rich (06 Jul) Upvoted: 06 Jul Comments: 0
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Medicaid Enrollment Process

Suggested by: Matthew Ragudo (29 Jun) Upvoted: 29 Jun Comments: 0
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Medicaid Eligibility

Suggested by: Matthew Ragudo (29 Jun) Upvoted: 29 Jun Comments: 0
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Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun) Upvoted: 17 Jun Comments: 0
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Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun) Upvoted: 10 Jun Comments: 0
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Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun) Upvoted: 04 Jun Comments: 0
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reverse mortgage

Suggested by: Steven I Balaban (28 May) Upvoted: 28 May Comments: 0
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1031 Exchange

Suggested by: Ann C Alsina (22 May) Upvoted: 22 May Comments: 0
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Should I be a landlord?

Suggested by: Andie (06 May) Upvoted: 06 May Comments: 0
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Which accounts to pull management fees from

Suggested by: Dave Eads (29 Apr) Upvoted: 29 Apr Comments: 0
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How to maximize HSA contributions.

Suggested by: Michael L. Thompson (23 Apr) Upvoted: 23 Apr Comments: 0
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Becoming a 1099 earner? Deductions you will want to proactively track

Suggested by: shannon moenkhaus (21 Apr) Upvoted: 21 Apr Comments: 0
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death of parent

Suggested by: David Silberg (20 Apr) Upvoted: 20 Apr Comments: 0
Done

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr) Upvoted: 20 Apr Comments: 0
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can we get some medicare part c?

Suggested by: big fan (20 Apr) Upvoted: 20 Apr Comments: 0
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MAGI

Suggested by: Lew (16 Apr) Upvoted: 16 Apr Comments: 0
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Master list of lists

Suggested by: Melissa Joy (16 Apr) Upvoted: 16 Apr Comments: 0
Done

Wash Sale

Suggested by: Shawn Glogowski (14 Apr) Upvoted: 14 Apr Comments: 0
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Annuity review

Suggested by: Kent Travis (12 Apr) Upvoted: 12 Apr Comments: 0
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Paycheck Protection Act Summary or Checklist

Suggested by: Steph Bruno (01 Apr) Upvoted: 01 Apr Comments: 0
Done

Tax-Efficient Spending Strategies From Retirement Portfolios

Suggested by: Chris (13 Feb) Upvoted: 13 Feb Comments: 0
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Showing the Benefit of Savings in Different Tax Buckets

Suggested by: Amy (07 Feb) Upvoted: 07 Feb Comments: 0
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Do I need a Trust

Suggested by: bob scott (04 Feb) Upvoted: 04 Feb Comments: 0
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Special Considerations When You Live in a Community Property State

Suggested by: Danielle Seurkamp (04 Feb) Upvoted: 04 Feb Comments: 0
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W2 vs 1099 pay

Suggested by: William Nunn (31 Jan) Upvoted: 31 Jan Comments: 0
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Flexible Savings Account versus Dependent Care Tax Credit

Suggested by: Linda G. (28 Jan) Upvoted: 28 Jan Comments: 0
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What do I do with after-tax IRA or 401k contributions?

Suggested by: Pam Horack (23 Jan) Upvoted: 23 Jan Comments: 0
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Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan) Upvoted: 19 Jan Comments: 0
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Final Disposition of Life Checklist

Suggested by: Mike (29 Dec, '19) Upvoted: 29 Dec, '19 Comments: 0
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Terminal illness for client (not loved one)

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

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