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2 votes

SSI Claiming strategies

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

Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) • Upvoted: 08 Nov, '19 • Comments: 0
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2 votes

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) • Upvoted: 28 Feb, '19 • Comments: 0
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2 votes

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) • Upvoted: 08 Nov, '19 • Comments: 0
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2 votes

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) • Upvoted: 26 Jun • Comments: 0
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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
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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
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2 votes

How to calculate Qualified Business Income

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

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) • Upvoted: 28 Feb, '19 • Comments: 0
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2 votes

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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2 votes

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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2 votes

Counseling

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

Social Security

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

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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1 votes

CARES Act Qualified Plan Withdrawals

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

Should I have a larger emergency fund?

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

When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul) • Upvoted: 10 Jul • Comments: 0
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1 votes

72(t) / SEPP rules

Suggested by: Rich (06 Jul) • Upvoted: 06 Jul • Comments: 0
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1 votes

Medicaid Enrollment Process

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

Medicaid Eligibility

Suggested by: Matthew Ragudo (29 Jun) • Upvoted: 29 Jun • Comments: 0
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1 votes

Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun) • Upvoted: 17 Jun • Comments: 0
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1 votes

Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun) • Upvoted: 10 Jun • Comments: 0
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1 votes

Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun) • Upvoted: 04 Jun • Comments: 0
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1 votes

reverse mortgage

Suggested by: Steven I Balaban (28 May) • Upvoted: 28 May • Comments: 0
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1 votes

1031 Exchange

Suggested by: Ann C Alsina (22 May) • Upvoted: 22 May • Comments: 0
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1 votes

Should I be a landlord?

Suggested by: Andie (06 May) • Upvoted: 06 May • Comments: 0
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1 votes

Which accounts to pull management fees from

Suggested by: Dave Eads (29 Apr) • Upvoted: 29 Apr • Comments: 0
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1 votes

How to maximize HSA contributions.

Suggested by: Michael L. Thompson (23 Apr) • Upvoted: 23 Apr • Comments: 0
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1 votes

Becoming a 1099 earner? Deductions you will want to proactively track

Suggested by: shannon moenkhaus (21 Apr) • Upvoted: 21 Apr • Comments: 0
Under consideration
1 votes

death of parent

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

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr) • Upvoted: 20 Apr • Comments: 0
Under consideration
1 votes

can we get some medicare part c?

Suggested by: big fan (20 Apr) • Upvoted: 20 Apr • Comments: 0
Under consideration
1 votes

MAGI

Suggested by: Lew (16 Apr) • Upvoted: 16 Apr • Comments: 0
Under consideration
1 votes

Master list of lists

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

Wash Sale

Suggested by: Shawn Glogowski (14 Apr) • Upvoted: 14 Apr • Comments: 0
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1 votes

Annuity review

Suggested by: Kent Travis (12 Apr) • Upvoted: 12 Apr • Comments: 0
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1 votes

Paycheck Protection Act Summary or Checklist

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

W2 vs 1099 pay

Suggested by: William Nunn (31 Jan) • Upvoted: 31 Jan • Comments: 0
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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

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

Suggested by: Kevin R. (19 Jan) • Upvoted: 19 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

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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