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Guides and Checklists


Working / Accumulation Phase:

What Issues Should I Consider As A Business Owner Or 1099 Worker?

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 If I Experience A Sudden Wealth Event?

Should I Contribute To My Roth 401(k)?

What Issues Should I Consider When Starting A Business?

Will I Have To Pay Tax On My Qualified ESPP?

Should I Contribute To My Roth IRA Vs. My Traditional IRA?

What Issues Should I Consider When Starting A New Job?

What Issues Should I Consider If I Get A Promotion Or Raise At Work?

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?

Should I Set Up A Traditional 401(k) For My Business?

What Issues Should I Consider If I Lose My Job?

Can I Make A Deductible IRA Contribution?

Can I Make A Mega Backdoor Roth Contribution?

Can I Do A Qualified Charitable Distribution From My IRA?

Can I Contribute To My Roth IRA?

Can I Do A Net Unrealized Appreciation (NUA) Distribution?

Am I Eligible For A Qualified Business Income (QBI) Deduction?

Retirement / Decumulation:

What Issues Should I Consider With My Social Security Retirement Benefits?

Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

Should I Take My Pension As A Lump Sum?

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Should I Change My Medicare Coverage During Open Enrollment?

Will My Social Security Benefits Be Reduced?

Will-I-Be-Enrolled-Automatically-In-Medicare-2023.pdf

Will A Distribution From My Traditional IRA Be Penalty-Free?

Will-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2023.pdf

Will Healthcare Change As I Transition Into Retirement?

Will I Avoid Medicare Enrollment Penalties?

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Should I Inherit My Deceased Spouse’s Traditional IRA?

What Issues Should I Consider Before I Retire?

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Do I Qualify For Social Security Disability Benefits?

Am I Eligible For Medicare Part A & Part B?

Can I Delay Distributions From The Traditional IRA I Inherited?

Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?

Am I Eligible for Social Security Benefits As A Spouse?

Am I Eligible For Social Security Benefits As A Surviving Spouse?

Am I Eligible For Social Security Benefits If I Have Been Divorced?

Tax Planning:

What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

What Issues Should I Consider When Harvesting Capital Losses?

What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?

Do I Need To Start Making Estimated Federal Income Tax Payments?

Pay Stub Review

Important Milestones

Important Dates

Should I Consider Doing A Roth Conversion?

Will I Receive A Step-Up In Basis For This Gifted Property?

Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

Will-I-Have-To-Pay-Tax-On-The-Sale-Of-My-Investment-2023.pdf

Important Numbers

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

Can I Make A Deductible Contribution To My HSA 2023

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?

Insurance Planning:

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?

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?

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

Estate Planning:

What Issues Should I Consider When Creating My Estate Plan?

What Issues Should I Consider When Reviewing My Estate Planning Documents?

What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Parent Passed Away?

What Issues Should I Consider Before Closing The Estate?

What Issues Should I Consider Before I Update My Estate Plan?

Assets and Investment Planning:

Should I Pay Off My Mortgage?

What Issues Should I Consider When Moving Out Of State?

Should I Consider Refinancing My Mortgage?

What Issues Should I Consider When Reviewing My Investments?

Will The Distribution From My HSA Be Tax & Penalty-Free?

Will My Roth IRA Conversion Be Penalty-Free?

What Issues Should I Consider When Buying A Home?

Should I Roll Over My Dormant Traditional 401(k)?

Can I Make A Backdoor Roth IRA Contribution?

General

What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0

What Issues Should I Consider When Reviewing My RMD?

What Issues Should I Consider When Reviewing My Beneficiaries?

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?

Master List Of Goals

Am I Eligible For An IDR Plan For My Federal Student Loans?

What Issues Should I Consider When Paying Off My 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?

Issues To Consider As A New Client

What Issues Should I Consider To Fund My Child’s College Education?

What Issues Should I Consider When Having (Or Adopting) A Child?

What Issues Should I Consider When Getting Married?

What Issues Should I Consider During My Divorce?

What Issues Should I Consider For My Aging Parents?

What Issues Should I Consider Before The End Of The Year?

What Documents Do I Need To Keep On File?