Where Do You Get Your Sources For The Guides?

We're often asked about the sources used to develop our checklists, flowcharts, and summary guides that help financial advisors navigate new and changing laws. Because our guides often serve as primary source documents created by a dedicated team of fact-checkers and financial professionals, it can be challenging to cite the origin of our financial planning strategies. The graphic below describes the research process used to create these guides. You can learn more about our comprehensive guide creation process here.