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Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun, '20) Upvoted: 19 Aug, '20 Comments: 0
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reverse mortgage

Suggested by: Steven I Balaban (28 May, '20) Upvoted: 24 Aug, '20 Comments: 0
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Which accounts to pull management fees from

Suggested by: Dave Eads (29 Apr, '20) Upvoted: 19 Aug, '20 Comments: 0
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Becoming a 1099 earner? Deductions you will want to proactively track

Suggested by: shannon moenkhaus (21 Apr, '20) Upvoted: 12 Aug, '20 Comments: 0
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Business Transition Strategies

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
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Beginning of year checklist

Suggested by: Scott (10 Jan, '20) Upvoted: 25 Aug, '20 Comments: 0
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Tax Reduction Considerations

Suggested by: Elise (09 Jan, '20) Upvoted: 03 Jul, '20 Comments: 0
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When to make 1035 exchange from life insurance into annuity

Suggested by: Sarah Swantner (14 Oct, '19) Upvoted: 14 May, '20 Comments: 0
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Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May, '19) Upvoted: 29 Jan, '20 Comments: 0
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TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) Upvoted: 22 Jul, '20 Comments: 0
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Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 09 Feb, '20 Comments: 0
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How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 20 Jun, '20 Comments: 0
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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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FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 06 Apr, '20 Comments: 0
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1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) Upvoted: 07 Oct, '20 Comments: 1
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planning considerations for nonresident and resident aliens (non-US citizens)

Suggested by: Mike (15 Oct, '19) Upvoted: 24 Nov, '20 Comments: 1
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Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 08 Nov, '19 Comments: 1
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Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 10 Aug, '20 Comments: 1
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Client Questionnaire

Suggested by: William Miller (19 Jan) Upvoted: 20 Jan Comments: 0
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"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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Variable Annuity considerations

Suggested by: Sara (14 Nov, '20) Upvoted: 04 Dec, '20 Comments: 0
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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
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Americans Living Abroad

Suggested by: Ann (28 Oct, '20) Upvoted: 07 Nov, '20 Comments: 0
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Hold or Sell Vested RSUs?

Suggested by: Joseph Alfonso (20 Oct, '20) Upvoted: 23 Oct, '20 Comments: 0
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sale of a home and home purchase

Suggested by: Kristina George (14 Oct, '20) Upvoted: 23 Oct, '20 Comments: 0
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Inherited property

Suggested by: Brittany Benassi (30 Sep, '20) Upvoted: 23 Oct, '20 Comments: 0
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Issues to Consider - Child Passing Away

Suggested by: Whitey Holt (28 Sep, '20) Upvoted: 21 Oct, '20 Comments: 0
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Becoming An S-Corp LLC

Suggested by: JMStafford (19 Sep, '20) Upvoted: 22 Sep, '20 Comments: 0
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Concentrated Positions

Suggested by: Daniel Granucci, CFA, CFP® (26 Aug, '20) Upvoted: 03 Nov, '20 Comments: 0
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Should I refinance my mortgage

Suggested by: David (21 Aug, '20) Upvoted: 30 Sep, '20 Comments: 0
Planned

Medicare Enrollment While Working

Suggested by: Greg (17 Aug, '20) Upvoted: 05 Jan Comments: 0
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Digital Assets

Suggested by: DeDe Jones (29 Jul, '20) Upvoted: 17 Oct, '20 Comments: 0
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Medicaid Enrollment Process

Suggested by: Matthew Ragudo (29 Jun, '20) Upvoted: 19 Aug, '20 Comments: 0
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We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr, '20) Upvoted: 19 Aug, '20 Comments: 0
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Master list of lists

Suggested by: Melissa Joy (16 Apr, '20) Upvoted: 02 Sep, '20 Comments: 0
Done

Annuity review

Suggested by: Kent Travis (12 Apr, '20) Upvoted: 27 Oct, '20 Comments: 0
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Age of Majority Options

Suggested by: Diane M Gederman (25 Feb, '20) Upvoted: 08 Mar, '20 Comments: 0
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Student loan repayment options

Suggested by: Lucy Shair (13 Feb, '20) Upvoted: 24 Mar, '20 Comments: 0
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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
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What do I do with after-tax IRA or 401k contributions?

Suggested by: Pam Horack (23 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
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Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
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Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 13 Feb, '20 Comments: 0
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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
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Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
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Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul, '19) Upvoted: 24 Mar, '20 Comments: 0
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Annuities

Suggested by: Gary Erickson (08 Jul, '19) Upvoted: 23 Apr, '20 Comments: 0
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SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
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Workflow of workflows

Suggested by: JUSTIN WALLER (10 Apr, '19) Upvoted: 07 Dec, '20 Comments: 0
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When are clients required to file an annual gift tax return?

Suggested by: Trudy (20 Mar, '19) Upvoted: 22 Aug, '20 Comments: 0
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taxation on selling a home

Suggested by: Stephanie Vokral (28 Feb, '19) Upvoted: yesterday Comments: 0
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