New Flowchart Additions Archives

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…

Introducing Two New Flowcharts: Retirement Plans For Businesses and Social Security Disability

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package. This brings the total number of flowcharts up to 21. Should I Set Up A Traditional 401(k) For My Business? This flowchart addresses some of the…

Introducing Two New Flowcharts: IRMAA Surcharges and Medicare Eligibility

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package. These two flowcharts can help you and your clients with the complexities related to Medicare eligibility and details on the IRMAA surcharges. This brings the…

Introducing Two New Medicare Flowcharts

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package. These two flowcharts can help you and your clients with the complexities, timing, and penalties related to Medicare enrollment. This brings the total number of…

What Customers Are Saying About Us

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado

“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

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

— Scott, an advisor in Oregon

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

“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

“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”

— Victoria L, an advisor in Massachusetts

Category: New Flowchart Additions