New Flowchart Additions Archives - fpPathfinder

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…

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“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

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

— Deirdre, an advisor in Massachusetts

“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

“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

— Kevin P, an advisor in Illinois

“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”

— Bill, an advisor in New York

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