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flowchart: Choosing the right annuity for yourself

what type of annuity best fits your needs, what riders would be most beneficial
Suggested by: Merry Dooley (02 Feb) Upvoted: 02 Feb Comments: 0
Under consideration

Things to Consider for a Safety Deposit Box or Physical Safe

Things to consider for Safety Deposit Boxes and storage of physical documents and property. Most banks are getting rid of safety deposits. We need to help our clients ...
Suggested by: Shannon Moenkhaus (17 Jan) Upvoted: 17 Jan Comments: 0
Under consideration

What to consider for Physical Document Storage and Safety Deposit Boxes

Considerations for Safety Deposit Boxes and storage of physical documents and property.
Suggested by: Shannon Moenkhaus (17 Jan) Upvoted: 17 Jan Comments: 0
Under consideration

Qualified plan maximum wage base

Is it possible to add the maximum wage base for qualified plan to the 2023 important number document?
Suggested by: Matt (09 Jan) Upvoted: 09 Jan Comments: 0
Under consideration

Taking a Sabbatical

Financial and physicological/emotional aspects to considering or planning for a Sabbatical.
Suggested by: Shannon Moenkhaus (03 Jan) Upvoted: 03 Jan Comments: 0
Under consideration

What do I need to do if I am moving to another country?

I had a retirement plan participant ask me what she needs to do if she moves to Canada. I had no idea.
Suggested by: Graig (30 Dec, '22) Upvoted: 30 Dec, '22 Comments: 0
Under consideration

What financial issues should unmarried couples consider?

Suggested by: Camille Koppenberg (29 Dec, '22) Upvoted: 29 Dec, '22 Comments: 0
Under consideration

Should I place my life insurance in an ILIT?

pros and cons of using an ILIT as an estate planning vehicle with life insurance startup costs / ongoing maintenance, trustee selection, crummey letters if you drop ...
Suggested by: Ed Jastrem (22 Dec, '22) Upvoted: 22 Dec, '22 Comments: 0
Under consideration

Profit Sharing Plans

Looking for chart comparing Profit-sharing solutions Age-weighted and new comparability plans.
Suggested by: Arthur (15 Dec, '22) Upvoted: 15 Dec, '22 Comments: 0
Under consideration

Can I do an IRA to HSA Rollover

Outline the factors for completing the once in a lifetime rollover factors, including the testing provisions.
Suggested by: Freeman (22 Nov, '22) Upvoted: 22 Nov, '22 Comments: 0
Under consideration

Non-Qualified Withdrawals from Coverdell and 529s

Flowchart to determine taxable amount for non-qualified withdrawals. For example, determine cost basis, see if any 10% penalty exceptions apply, consider other ...
Suggested by: Jim Uren (18 Nov, '22) Upvoted: 18 Nov, '22 Comments: 0
Under consideration

Substantially Equal Periodic Payments

For those looking to retire before 59.5. Yrs old, it would be great to have a piece on this little loophole for a pre-tax IRA. Flowchart would prob be best, but not sure.
Suggested by: Brian Gawthrop (03 Nov, '22) Upvoted: 03 Nov, '22 Comments: 0
Under consideration

What Issues Should I consider in my 20s/30s/40s/50s?

Many times when people enter a new decade, they feel an obligation to do things differently or take more financial responsibility, and there's things people need to ...
Suggested by: David Sandhu (13 Oct, '22) Upvoted: 13 Oct, '22 Comments: 0
Under consideration

Do I Need A Financial Advisor

A Checklist and flow chart that can guide a person based on their need of needing a Financial Advisor based on what they want to do.
Suggested by: michael Feeley (10 Oct, '22) Upvoted: 10 Oct, '22 Comments: 0
Under consideration

Employee Retention Tax Credit

Suggested by: Randy Franklin (10 Oct, '22) Upvoted: 10 Oct, '22 Comments: 0
Under consideration

How about a workflow for pre/post disastor

How should individual plan and prepare the information needed to access the important financial information given these events
Suggested by: Dan Chen (10 Oct, '22) Upvoted: 10 Oct, '22 Comments: 0
Under consideration

MASTER Checklist...

Master Checklist (all checklist questions in 1 “Master” checklist) that we could then “SEND TO MANY” and use the “Remove specific questions for client” to do a large ...
Suggested by: Ian M. (06 Oct, '22) Upvoted: 06 Oct, '22 Comments: 0
Under consideration

Series I Bonds

Guide to purchasing Series I Bonds
Suggested by: Steven Wilbur (05 Oct, '22) Upvoted: 05 Oct, '22 Comments: 0
Under consideration

Worker's Compensation Taxation Exceptions

I would like to see how worker's compensation might be taxed. I know that it is not usually taxable, but there are exceptions. I would like to see a flowchart of the ...
Suggested by: David Lukas (05 Oct, '22) Upvoted: 05 Oct, '22 Comments: 0
Under consideration

Achieving Financial Independence

Special considerations for those wanting to retire early. Health care options, accessing retirement funds, savings need considerations, tax considerations.
Suggested by: Joe Petry (03 Oct, '22) Upvoted: 03 Oct, '22 Comments: 0
Under consideration

Is a QRPT right for me?

Looking for a flowchart that helps define if designing and funding a Qualified Personal Residence Trust is appropriate, and what criteria should be considered to ...
Suggested by: Bob L (27 Sep, '22) Upvoted: 27 Sep, '22 Comments: 0
Under consideration

Checklist/Workflow dealing with a chronic illness

Steps to take when working with a spouse or loved one that has a long term, chronic illness. Examples might include reviewing LTC policies for triggering events, ...
Suggested by: Richard Hill (12 Sep, '22) Upvoted: 12 Sep, '22 Comments: 0
Under consideration

Issues to Consider When Requesting a Raise

Suggested by: Treavor (07 Sep, '22) Upvoted: 07 Sep, '22 Comments: 0
Under consideration

coverdell vs 529

Comparision between Coverdell and 529 plans
Suggested by: Alka Oberoi (06 Sep, '22) Upvoted: 06 Sep, '22 Comments: 0
Under consideration

COBRA Eligibility/Duration Guide

This guide would walk through COBRA eligibility after separating from an employer and detail how long individuals are eligible for coverage depending on their ...
Suggested by: Jeff Barnett (08 Aug, '22) Upvoted: 08 Aug, '22 Comments: 0
Under consideration

What Should I be Thinking About to Manage my Valuable Collectibles?

Inventory and valuations, Insurance and protection, estate and charitable planning, costs of maintenance, resources to stay current with the marketplace and trends, ...
Suggested by: Ed Jastrem (15 Jul, '22) Upvoted: 15 Jul, '22 Comments: 0
Under consideration

Security Backed Line of Credit (SBLOC)

Securities-Backed Lending Should I get a HELOC, SBLOC, NPL, or other loan types? A Securities-Backed Line of Credit (SBLOC) gives your clients the freedom to ...
Suggested by: Todd Pouliot (16 Jun, '22) Upvoted: 16 Jun, '22 Comments: 0
Under consideration

Should I purchase pet and/or livestock insurance

Unexpected vet bills for pets as well as livestock can create immediate financial hardship. A flowchart or checklist would be great for pet owners, as well as ...
Suggested by: Doug Nelson, CFP® (14 Feb, '22) Upvoted: 14 Feb, '22 Comments: 0
Under consideration