New Flowchart Additions Archives - fpPathfinder

Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart

We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college. For Essential and Deluxe members, here are the two resources being released today: What Issues…

New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart

We are excited to release both a checklist and a flowchart this month. For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce: This checklist covers 26 planning issues to identify…

Quick Reference Guide With Important Numbers & BONUS Flowchart

We’re excited to announce two new items for our members: Important Numbers Quick Reference: There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures…

Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 29! Will I Avoid The Social Security Windfall Elimination Provision? Clients who expect to receive a…

Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited Property

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 27! Am I Eligible For A Qualified Business Income Deduction? The provisional rules are very new…

Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 25. Can I Make A Mega Backdoor Roth IRA Contribution? This strategy allows clients to contribute…

Introducing Two New Flowcharts: HSA Contribution Rules and NUA Distribution Rules

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 23. Can I Do A Net Unrealized Appreciation (NUA) Distribution? This flowchart addresses some of the…

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”

— An advisor in Texas

“I love it! I find it very helpful. It's a great client value add.”

— Phillip, an advisor in North Carolina

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— Advisor in Virginia

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

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