Full List Of Guides as of 1/10/2025
Find the most up-to-date list HERE
Working / Accumulation Phase:
- What Issues Should I Consider With My Employer-Provided Benefits?
- Common Pension Plans For Small Business Owners
- Common Retirement Plans For Small Business Owners
- What Issues Should I Consider Regarding My Restricted Stock Units?
- Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
- What Issues Should I Consider Regarding My Incentive Stock Options?
- What Issues Should I Consider Regarding My Non-Qualified Stock Options?
- What Issues Should I Consider When Starting A Business?
- Should I Set Up A Traditional 401(k) For My Business?
- Can I Do A Net Unrealized Appreciation (NUA) Distribution?
- Can I Make A Mega Backdoor Roth Contribution?
- Can I Contribute To My Roth IRA?
- Can I Make A Backdoor Roth IRA Contribution?
Retirement / Decumulation:
- What Issues Should I Consider When Reviewing My RMD?
- What Issues Should I Consider With My Social Security Retirement Benefits?
- Will The Distribution From My HSA Be Tax And Penalty-Free?
- Will My Social Security Benefits Be Reduced?
- Will A Distribution From My Traditional IRA Be Penalty-Free?
- Will A Distribution From My Roth IRA Be Tax & Penalty-Free?
- Should I Inherit My Deceased Spouse’s Traditional IRA?
- If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
- Am I Eligible For Social Security Benefits As A Surviving Spouse?
- Am I Eligible for Social Security Benefits As A Spouse?
- Do I Qualify For Social Security Disability Benefits?
Tax Planning:
- Taxation Guide To Withdrawals And Income Sources
- Common Deductible Charitable Gifts
- What Issues Should I Consider When Doing A Section 1035 Exchange?
- What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
- Can I Do A Section 1031 Exchange With My Rental Property?
- What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
- TCJA Sunset Provision Comparison Guide
- What Documents Do I Need To Collect For Filing My Tax Return?
- Can I Make A 529-To-Roth IRA Transfer?
- Is My Rental Property Tax Deductible?
- What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
- What Issues Should I Consider As A Business Owner Or 1099 Worker?
- What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
- Do I Need To Start Making Estimated Federal Income Tax Payments?
- Should I Contribute To My Roth 401(k)?
- Should I Consider Doing A Roth Conversion?
- Will I Have To Pay Tax On My Qualified ESPP?
- Should I Contribute To My Roth IRA Vs. My Traditional IRA?
- Will My Roth IRA Conversion Be Penalty-Free?
- Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
- Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?
- Will I Receive A Step-Up In Basis For This Gifted Property?
- Will I Have To Pay Tax On The Sale Of My Investment?
- Is The Distribution From My 529 Plan Subject To Federal Income Tax?
- Can I Make A Deductible IRA Contribution?
- Can I Do A Qualified Charitable Distribution From My IRA?
- Am I Eligible For A Qualified Business Income (QBI) Deduction?
Insurance Planning:
- Common Life Insurance Policies
- What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
- What Issues Should I Consider When Purchasing Disability Insurance?
- What Issues Should I Consider When Purchasing A Life Insurance Policy?
- Does An Annuity Fit Within My Financial Plan?
- What Issues Should I Consider When Purchasing Long-Term Care Insurance?
- Should I Change My Medicare Coverage During Open Enrollment?
- What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
- What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
- Will I Be Enrolled Automatically In Medicare?
- Will I Avoid Medicare Enrollment Penalties?
- Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
- Will Healthcare Change As I Transition Into Retirement?
- Am I Eligible For Medicare Part A & Part B?
Estate Planning:
- What Issues Should I Consider When Inheriting A Traditional Or Roth IRA?
- Common Charitable Giving Vehicles
- How Must I Take Distributions From The Roth IRA I Inherited?
- How Must I Take Distributions From The Traditional IRA I Inherited?
- How Must I Take Distributions From My Twice-Inherited Traditional IRA?
- What Issues Should I Consider When Creating My Estate Plan?
- What Issues Should I Consider When Reviewing My Beneficiaries?
- Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
- What Issues Should I Consider When Reviewing My Estate Planning Documents?
- What Issues Should I Consider When Establishing My Charitable Giving Strategy?
- What Issues Should I Consider If I Experience A Sudden Wealth Event?
- What Issues Should I Consider Before Closing The Estate?
- What Issues Should I Consider Before I Update My Estate Plan?
Assets and Investment Planning:
- What Issues Should I Consider When Using A Reverse Mortgage?
- What Issues Should I Consider When Reviewing My Existing Annuity?
- What Issues Should I Consider When Owning A Rental Property?
- Should I Pay Off My Mortgage?
- What Issues Should I Consider When Harvesting Capital Losses?
- Should I Consider Refinancing My Mortgage?
- What Issues Should I Consider When Reviewing My Investments?
- Should I Roll Over My Dormant Traditional 401(k)?
- Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?
- Can I Make A Deductible Contribution To My HSA?
Life Events:
- What Issues Should I Consider When Selling My Home?
- What Issues Do I Need To Consider As My Child Becomes Independent?
- What Issues Should I Consider When Moving Out Of State?
- What Issues Should I Consider When Starting A New Job?
- What Issues Should I Consider If I Get A Promotion Or Raise At Work?
- What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
- What Issues Should I Consider If My Spouse Passed Away?
- What Issues Should I Consider When Getting Married?
- What Issues Should I Consider When Buying A Home?
- What Issues Should I Consider When Having (Or Adopting) A Child?
- What Issues Should I Consider Before I Retire?
- What Issues Should I Consider If My Parent Passed Away?
- What Issues Should I Consider During My Divorce?
- What Issues Should I Consider If I Lose My Job?
- What Issues Should I Consider For My Aging Parents?
- Am I Eligible For Social Security Benefits If I Have Been Divorced?
General:
- What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
- Where Should My Next Dollar Go?
- Internal Client Service Calendar
- What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?
- Should I Pay Off My Debt(s)?
- What Issues Should I Consider When Dealing With High Inflation?
- Should I Lease Or Buy My Next Automobile?
- What Issues Should I Consider When Funding An Unexpected Expense?
- What Issues Should I Consider At The Start Of The Year?
- What Issues Should I Consider When Reviewing Cash Flow?
- What Issues Should I Consider For My Child With Special Needs?
- What Issues Should I Consider When Starting Out Financially?
- Should I Take My Pension As A Lump Sum?
- What Issues Should I Consider When Paying Off My Student Loans?
- Am I Eligible For An IDR Plan For My Federal Student Loans?
- Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
- What Accounts Should I Consider If I Want To Save More?
- What Issues Should I Consider During A Recession Or Market Correction?
- Issues To Consider As A New Client
- What Issues Should I Consider To Fund My Child’s College Education?
- What Issues Should I Consider Before The End Of The Year?
- What Documents Do I Need To Keep On File?
- Issues To Consider In Client Annual Review Meeting
- As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
- As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
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