Full List Of Guides as of 6/25/2025
This article is updated quarterly. To find the most up-to-date list Click Here!
Client Meetings & Client Service Calendar:
- Topic Bundle: Client Service Calendar
- Start Of The Year Planning Issues
- End Of The Year Planning Issues
IRAs & Retirement Plans:
- Inherited Traditional IRA & Inherited Roth IRA Issues
- Inherited Roth IRA Distribution Rules
- Inherited Traditional IRA Distribution Rules
- Twice-Inherited Traditional IRA Distribution Rules
- Common Pension Plans for Small Business Owners
- Common Retirement Plans For Small Business Owners
- Roth 401(k) Contribution Decisions
- Roth IRA vs. Traditional IRA Decisions
- Roth IRA Conversion Tax Rules
- Traditional IRA Distribution Rules
- Traditional 401(k) Rollover Decisions
- Setting Up A Traditional 401(k) For A Business
- Deductible IRA Contribution Rules
- Backdoor Roth IRA Contribution Rules
- Mega Backdoor Roth Contribution Rules
Non-Retirement Accounts & Assets:
- Non-Qualified Portfolio Tax Issues
- Harvesting Capital Losses Issues
- Health Savings Account (HSA) Distribution Rules
- Health Savings Account (HSA) Deductible Contribution Rules
Investment Review & Market Events:
- Recession & Market Correction Issues
Working/Accumulation:
- Business Owner & 1099 Worker Issues
- Promotion & Salary Raise Review
Retirement/Decumulation:
- Social Security Fairness Act Rules
- Required Minimum Distribution (RMD) Issues
- Social Security Retirement Benefit Issues
- Medicare Open Enrollment Decisions
- Social Security Benefit Reduction Rules
- Medicare Part B & Part D IRMAA Surcharge Rules
- Medicare Enrollment Penalty Rules
- Medicare Automatic Enrollment Rules
- Social Security Disability Benefit Rules
- Medicare Part A & Part B Eligibility Rules
- Social Security Benefit Rules For Divorced Spouses
- Social Security Benefit Rules For Surviving Spouses
- Social Security Benefit Rules For Spouses
- Required Minimum Distribution (RMD) & Required Beginning Date (RBD) Rules
Tax Planning:
- Taxation Guide To Withdrawals And Income Sources
- TCJA Sunset Provision Issues
- TCJA Sunset Provision Comparison Guide
- Tax Return Document Preparation
- Restricted Stock Units (RSU) Issues
- Harvesting Capital Gains Vs. Roth Conversions Decision
- Estimated Federal Income Tax Payment Rules
- Incentive Stock Options (ISO) Issues
- Non-Qualified Stock Options (NQSO) Issues
- Employee Stock Purchase Plan (ESPP) Tax Rules
- What Is My Basis For This Gifted Property I Received?
- Step-Up In Basis Rules For Appreciated Property
- Qualified Business Income (QBI) & Retirement Plan Rules
- Net Unrealized Appreciation (NUA) Rules
- Tax Return Review (Still Working)
- Qualified Business Income (QBI) Deduction Rules
Insurance Planning:
- Common Long-Term Care (LTC) Products
- Common Life Insurance Policies
- Life Insurance Policy Review
- Purchasing Disability Insurance Issues
- Purchasing Life Insurance Issues
- Purchasing Long-Term Care Insurance Issues
- Health And Life Insurance Policy Issues
- Healthcare In Retirement Issues
- Property And Casualty Insurance Issues
- Early Retirement Health Insurance Marketplace Issues
Estate Planning & Charitable Giving:
- Qualified Charitable Distribution (QCD) Rules
- Common Charitable Giving Vehicles
- Common Deductible Charitable Gifts
- Donor Advised Fund (DAF) Decisions
- Estate Planning Documents Review
- Charitable Giving Strategy Review
Cash Flow, Budgeting, And Debts:
- Savings Allocation Decisions
- Mortgage Refinance Decisions
- Account Savings And Contributions Review
Important Life Events & Decisions:
- Children & Financial Independence Issues
- Children With Special Needs Issues
- Having (Or Adopting) A Child
College Planning & Student Loans:
- 529-To-Roth IRA Transfer Rules
- Paying Off Student Loans Issues
- Student Loan Income Driven Repayment (IDR) Plan Eligibility
New Laws:
- SECURE Act 2.0 Important Issues
Other:
- Identity Theft & Fraud Issues
- What Documents Do I Need To Keep On File?
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