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fixing Roth or Regular IRA excess/ineligible contribution

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

Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
Under consideration

Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
Under consideration

CARES Act Qualified Plan Withdrawals

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

What to do if your identity is compromised

Suggested by: Raven Pyle-McCrackyn (17 Nov) Upvoted: 17 Nov Comments: 0
Under consideration

What we need to know when getting a Home Equity Line of Credit

Suggested by: Pam Horack (17 Nov) Upvoted: 17 Nov Comments: 0
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deferred compensation

Suggested by: Todd Pouliot (17 Nov) Upvoted: 17 Nov Comments: 0
Under consideration

Variable Annuity considerations

Suggested by: Sara (14 Nov) Upvoted: 14 Nov Comments: 0
Under consideration

Qualified Small Business Stock Checklist

Suggested by: Judd (21 Oct) Upvoted: 21 Oct Comments: 0
Under consideration

Death of an Individual

Suggested by: Ian Harris (09 Oct) Upvoted: 09 Oct Comments: 0
Under consideration

2020 ยท WHAT ISSUES SHOULD I CONSIDER FOR MY AGING PARENTS?

Suggested by: Christina Gamache (07 Oct) Upvoted: 07 Oct Comments: 0
Under consideration

REG BI Rollover Compliance

Suggested by: bruce ROBERTS (07 Oct) Upvoted: 07 Oct Comments: 0
Under consideration

Successor Beneficiaries

Suggested by: DEDE (02 Oct) Upvoted: 02 Oct Comments: 0
Under consideration

Checklist for Retiring (and Dying) Parents of an Adult Disabled Non-Working Child Collecting SSDI

Suggested by: Marc Shaffer (29 Sep) Upvoted: 29 Sep Comments: 0
Under consideration

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

Checklist to review varaiable annuity after surrender period is over

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

Individual Disability Insurance

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

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

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

Appointment Checklist

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

What to consider when purchasing a second home or investment property

Suggested by: Betty Wellhoefer Hill (25 Aug) Upvoted: 25 Aug Comments: 0
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Issue to consider before year-end 2020 - increased charitable deductions

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

Medicare Enrollment While Working

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

Tax advantage for nursing home care

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

Move vs. Remodel Home

Suggested by: Mark Cooke (10 Aug) Upvoted: 10 Aug Comments: 0
Under consideration

Qualifying for a Mortgage as a Business Owner

Suggested by: Jacquelin (20 Jul) Upvoted: 20 Jul Comments: 0
Under consideration

When to itemize versus claim the standard deduction

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

72(t) / SEPP rules

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

Medicaid Eligibility

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

Reviewing Child Care Options

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

Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun) Upvoted: 04 Jun Comments: 0
Under consideration

How to maximize HSA contributions.

Suggested by: Michael L. Thompson (23 Apr) Upvoted: 23 Apr Comments: 0
Under consideration

death of parent

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

can we get some medicare part c?

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

MAGI

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

Wash Sale

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

Paycheck Protection Act Summary or Checklist

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

Tax-Efficient Spending Strategies From Retirement Portfolios

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

Showing the Benefit of Savings in Different Tax Buckets

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

Special Considerations When You Live in a Community Property State

Suggested by: Danielle Seurkamp (04 Feb) Upvoted: 04 Feb Comments: 0
Under consideration

Flexible Savings Account versus Dependent Care Tax Credit

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

Final Disposition of Life Checklist

Suggested by: Mike (29 Dec, '19) Upvoted: 29 Dec, '19 Comments: 0
Under consideration

Terminal illness for client (not loved one)

Suggested by: Melissa Hughes (21 Oct, '19) Upvoted: 21 Oct, '19 Comments: 0
Under consideration

planning considerations for nonresident and resident aliens (non-US citizens)

Suggested by: Mike (15 Oct, '19) Upvoted: 15 Oct, '19 Comments: 0
Under consideration

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep, '19) Upvoted: 19 Sep, '19 Comments: 0
Under consideration

Terminal Illness considerations for a loved one

Suggested by: Betty Wellhoefer Hill (04 Sep, '19) Upvoted: 04 Sep, '19 Comments: 0
Under consideration

Add Roth consideration to Should I Set Up a Traditional 401(k)

Suggested by: Graig Stettner (28 Aug, '19) Upvoted: 28 Aug, '19 Comments: 0
Under consideration

Can I re-claim my Social Security benefit at a later age to recieve a larger benefit?

Suggested by: William (22 Jul, '19) Upvoted: 22 Jul, '19 Comments: 0
Under consideration

Would I benefit from municipal bonds or tax free interest

Suggested by: timothy r guthrie (21 May, '19) Upvoted: 21 May, '19 Comments: 0
Under consideration

Workflow of workflows

Suggested by: JUSTIN WALLER (10 Apr, '19) Upvoted: 10 Apr, '19 Comments: 0
Under consideration

Will I be subject to 3.8% Medicare Tax?

Suggested by: Eric Blake (23 Mar, '19) Upvoted: 23 Mar, '19 Comments: 0
Done

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