Let us know what flowcharts and checklists you want to see us develop next.

Back to fpPathfinder

What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
Done

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) Upvoted: 25 Jun, '20 Comments: 0
Under consideration

How to calculate Qualified Business Income

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

fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
Under consideration

CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr, '20) Upvoted: 09 Apr, '20 Comments: 1
Done

Revocable vs. Irrevocable and the pros/cons of both

Suggested by: Evan (15 Oct) Upvoted: 15 Oct Comments: 0
Under consideration

Planning strategies to avoid estate taxes

Suggested by: Trent Porter (14 Oct) Upvoted: 14 Oct Comments: 0
Under consideration

Debt Snowball vs Debt Avalanche

Suggested by: Kenny Senour (14 Oct) Upvoted: 14 Oct Comments: 0
Under consideration

What type of Trust is best for my situation and wishes?

Suggested by: Melisa Wardlow (14 Oct) Upvoted: 14 Oct Comments: 0
Under consideration

What to consider when selling a primary residence

Suggested by: Justin Waller (13 Oct) Upvoted: 13 Oct Comments: 0
Under consideration

Bonds- is there another way to protect my portfolio?

Suggested by: Jonas Means (12 Oct) Upvoted: 12 Oct Comments: 0
Under consideration

What Issues Should I Consider When Investing in Sustainable/ESG thematic Portfolios?

Suggested by: Don (30 Sep) Upvoted: 30 Sep Comments: 0
Under consideration

Does a beneficiary deed make sense for your estate plan?

Suggested by: Brad Gomer (30 Sep) Upvoted: 30 Sep Comments: 0
Under consideration

Beneficiary IRA Distribution Rules (and Successor Beneficiary) pre and post Secure Act

Suggested by: JENIFER ARONSON (29 Sep) Upvoted: 29 Sep Comments: 0
Under consideration

Tax Treatment for Businesses

Suggested by: Jeff Lozier (29 Sep) Upvoted: 29 Sep Comments: 0
Under consideration

Accredited Investor and Qualified Client/Purchaser Criteria

Suggested by: Eric Franklin (28 Sep) Upvoted: 28 Sep Comments: 0
Under consideration

Investment Policy Statement Design for Non-Profit Organziations

Suggested by: Julie Skye (28 Sep) Upvoted: 28 Sep Comments: 0
Under consideration

Mind map of all fpPathfinder resources

Suggested by: Jim Niedzinski (14 Sep) Upvoted: 14 Sep Comments: 0
Under consideration

Should a surviving spouse create an inherited IRA

Suggested by: Mike Keeler (02 Sep) Upvoted: 02 Sep Comments: 0
Under consideration

Premium Tax Credit eligibility

Suggested by: Ed Fortier (17 Aug) Upvoted: 17 Aug Comments: 0
Under consideration

Preplanning Your Funeral Checklist

Suggested by: Bob Robinson (03 Aug) Upvoted: 03 Aug Comments: 0
Under consideration

Roth conversion effect on ACA premium tax credit and taxation of social security

Suggested by: David Batman (24 Jul) Upvoted: 24 Jul Comments: 0
Under consideration

Inherited Roth IRA Distribution Rules

Suggested by: David (12 Jul) Upvoted: 12 Jul Comments: 0
Under consideration

Should I create a written retirement income plan

Suggested by: Michael Schellinger (12 Jul) Upvoted: 12 Jul Comments: 0
Under consideration

What Issues Should I Consider When I Reach Financial Independence Early?

Suggested by: James Hindes (10 Jul) Upvoted: 10 Jul Comments: 0
Under consideration

What Issues Should I Consider When My Child Graduates From College?

Suggested by: James Hindes (10 Jul) Upvoted: 10 Jul Comments: 0
Under consideration

Mortgage points

Suggested by: Emmanuel Henson (07 Jul) Upvoted: 07 Jul Comments: 0
Under consideration

Is My Stock Eligible for Qualified Small Business Stock Tax Treatment (Code Section 1202)?

Suggested by: Thomas Conway (06 Jul) Upvoted: 06 Jul Comments: 0
Under consideration

HELOC vs. Cash-out

Suggested by: Dhamma (29 Jun) Upvoted: 29 Jun Comments: 0
Under consideration

Considerations When Hiring a New Financial Advisor

Suggested by: Stephanie Sammons (21 Jun) Upvoted: 21 Jun Comments: 0
Under consideration

Issues to Consider when acting as Trustee for another person's trust

Suggested by: Denny (18 Jun) Upvoted: 18 Jun Comments: 0
Under consideration

Qualifying to ABLE account

Suggested by: Teresa Kakadelas (27 May) Upvoted: 27 May Comments: 0
Under consideration

Is my ira subject (exempt) to (from) the IRA One Rollover per Year Rule?

Suggested by: J.C. Corrigan (21 May) Upvoted: 21 May Comments: 0
Under consideration

QSBS eligibility flow chart

Suggested by: Ryan Cole (11 May) Upvoted: 11 May Comments: 0
Under consideration

Checklist of common itemized deductions

Suggested by: Matt (15 Apr) Upvoted: 15 Apr Comments: 0
Under consideration

Retirement Readiness Checklist for Plan Participants

Suggested by: scott benjamin (30 Mar) Upvoted: 30 Mar Comments: 0
Under consideration

Filing SSA-44 and when

Suggested by: Dan Lohmar (18 Mar) Upvoted: 18 Mar Comments: 0
Under consideration

Checklist for filing taxes post divorce

Suggested by: Dan Suiter (24 Feb) Upvoted: 24 Feb Comments: 0
Under consideration

Do You Qualify for Earned Income Credit (EIC)?

Suggested by: Ben Rickey (22 Dec, '20) Upvoted: 22 Dec, '20 Comments: 0
Under consideration

Possible tax changes from new Administrations Policy Proposals

Suggested by: Eric Jackson (25 Nov, '20) Upvoted: 25 Nov, '20 Comments: 0
Done

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

Suggested by: Suzanne Himes (18 Aug, '20) Upvoted: 18 Aug, '20 Comments: 0
Done

Tax advantage for nursing home care

Suggested by: Scott Lund (14 Aug, '20) Upvoted: 14 Aug, '20 Comments: 0
Under consideration

When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul, '20) Upvoted: 10 Jul, '20 Comments: 0
Under consideration

Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun, '20) Upvoted: 17 Jun, '20 Comments: 0
Under consideration

MAGI

Suggested by: Lew (16 Apr, '20) Upvoted: 16 Apr, '20 Comments: 0
Under consideration

Wash Sale

Suggested by: Shawn Glogowski (14 Apr, '20) Upvoted: 14 Apr, '20 Comments: 0
Under consideration

Paycheck Protection Act Summary or Checklist

Suggested by: Steph Bruno (01 Apr, '20) Upvoted: 01 Apr, '20 Comments: 0
Done

Tax-Efficient Spending Strategies From Retirement Portfolios

Suggested by: Chris (13 Feb, '20) Upvoted: 13 Feb, '20 Comments: 0
Under consideration

Showing the Benefit of Savings in Different Tax Buckets

Suggested by: Amy (07 Feb, '20) Upvoted: 07 Feb, '20 Comments: 0
Under consideration

Flexible Savings Account versus Dependent Care Tax Credit

Suggested by: Linda G. (28 Jan, '20) Upvoted: 28 Jan, '20 Comments: 0
Under consideration

Add new