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3 votes

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) • Upvoted: 22 Jul • Comments: 0
Under consideration
3 votes

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) • Upvoted: 02 Sep • Comments: 0
Under consideration
3 votes

Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) • Upvoted: 09 Feb • Comments: 0
Under consideration
3 votes

How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) • Upvoted: 20 Jun • 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, '19 • Comments: 0
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3 votes

FDIC / NCUA Insurance Protection

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

College planning funding options

Suggested by: Larry Saffer (07 Jul) • Upvoted: 07 Jul • Comments: 1
Under consideration
2 votes

Inheritance checklist

Suggested by: Greg (01 Feb) • Upvoted: 20 Jun • Comments: 1
Under consideration
2 votes

Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) • Upvoted: 08 Nov, '19 • Comments: 1
Under consideration
2 votes

Should I have a larger emergency fund?

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

Becoming An S-Corp LLC

Suggested by: JMStafford (19 Sep) • Upvoted: 22 Sep • Comments: 0
Under consideration
2 votes

Medicaid Enrollment Process

Suggested by: Matthew Ragudo (29 Jun) • Upvoted: 19 Aug • Comments: 0
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2 votes

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr) • Upvoted: 19 Aug • Comments: 0
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2 votes

Master list of lists

Suggested by: Melissa Joy (16 Apr) • Upvoted: 02 Sep • Comments: 0
Done
2 votes

Age of Majority Options

Suggested by: Diane M Gederman (25 Feb) • Upvoted: 08 Mar • Comments: 0
Under consideration
2 votes

Student loan repayment options

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

W2 vs 1099 pay

Suggested by: William Nunn (31 Jan) • Upvoted: 22 Sep • Comments: 0
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2 votes

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

Suggested by: Aimee (27 Jan) • Upvoted: 17 Aug • Comments: 0
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2 votes

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

Suggested by: Pam Horack (23 Jan) • Upvoted: 22 Jul • Comments: 0
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2 votes

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

Suggested by: Kevin R. (19 Jan) • Upvoted: 22 Jul • Comments: 0
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2 votes

Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) • Upvoted: 13 Feb • Comments: 0
Under consideration
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, '19) • Upvoted: 20 Sep, '19 • 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

Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul, '19) • Upvoted: 24 Mar • Comments: 0
Under consideration
2 votes

Annuities

Suggested by: Gary Erickson (08 Jul, '19) • Upvoted: 23 Apr • Comments: 0
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2 votes

SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) • Upvoted: 12 Aug, '19 • Comments: 0
Under consideration
2 votes

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

Suggested by: Trudy (20 Mar, '19) • Upvoted: 22 Aug • Comments: 0
Under consideration
2 votes

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) • Upvoted: 26 Jun • 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
Under consideration
2 votes

How to Calculate Roth Conversion

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

In-Service Withdrawals from Qualified Plan

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

How to calculate Qualified Business Income

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

Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) • Upvoted: 22 Jul • Comments: 0
Under consideration
2 votes

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) • Upvoted: 14 Dec, '18 • Comments: 0
Under consideration
2 votes

Counseling

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

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

CARES Act Qualified Plan Withdrawals

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

Expat planning issues

Suggested by: Brian (25 Sep) • Upvoted: 25 Sep • Comments: 0
Under consideration
1 votes

Ways to reduce capital gains taxes on a business or special asset sale

Suggested by: Christina Gamache (21 Sep) • Upvoted: 21 Sep • Comments: 0
Under consideration
1 votes

Checklist to review varaiable annuity after surrender period is over

Suggested by: Liz Cauble (17 Sep) • Upvoted: 17 Sep • Comments: 0
Under consideration
1 votes

Individual Disability Insurance

Suggested by: Michael Treft (17 Sep) • Upvoted: 17 Sep • Comments: 0
Under consideration
1 votes

Should I work with a financial advisor or do it myself?

Suggested by: Martin Hurlburt (15 Sep) • Upvoted: 15 Sep • Comments: 0
Under consideration
1 votes

Appointment Checklist

Suggested by: Mike (02 Sep) • Upvoted: 02 Sep • Comments: 0
Under consideration
1 votes

Small Business ret. Plans Flowchart

Suggested by: Douglas Eaton (27 Aug) • Upvoted: 27 Aug • Comments: 0
Under consideration
1 votes

Concentrated Positions

Suggested by: Daniel Granucci, CFA, CFP® (26 Aug) • Upvoted: 26 Aug • Comments: 0
Under consideration
1 votes

What to consider when purchasing a second home or investment property

Suggested by: Betty Wellhoefer Hill (25 Aug) • Upvoted: 25 Aug • Comments: 0
Under consideration
1 votes

Should I refinance my mortgage

Suggested by: David (21 Aug) • Upvoted: 21 Aug • Comments: 0
Planned
1 votes

Issue to consider before year-end 2020 - increased charitable deductions

Suggested by: Suzanne Himes (18 Aug) • Upvoted: 18 Aug • Comments: 0
Under consideration

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