Full List Of Guides

Client Meetings & Client Service Calendar:

-      Topic Bundle: Client Service Calendar

-      Start Of The Year Planning Issues

-      Master List Of Goals

-      Important Milestones

-      Important Dates

-      New Client Review

-      Important Numbers

-      Client Annual Review

-      End Of The Year Planning Issues

IRAs & Retirement Plans:

-      Inherited Traditional IRA & Inherited Roth IRA Issues

-      Inherited Roth IRA Distribution Rules

-      Inherited Traditional IRA Distribution Rules

-      Twice-Inherited Traditional IRA Distribution Rules

-      Common Pension Plans for Small Business Owners

-      Common Retirement Plans For Small Business Owners

-      SEP & SIMPLE IRA Rules

-      Pension Options Decisions

-      Roth 401(k) Contribution Decisions

-      Roth Conversion Decisions

-      Roth IRA vs. Traditional IRA Decisions

-      Roth IRA Conversion Tax Rules

-      Traditional IRA Distribution Rules

-      Roth IRA Distribution Rules

-      Inherited Spousal IRA Rules

-      Traditional 401(k) Rollover Decisions

-      Setting Up A Traditional 401(k) For A Business

-      Deductible IRA Contribution Rules

-      Roth IRA Contribution Rules

-      Backdoor Roth IRA Contribution Rules

-      Mega Backdoor Roth Contribution Rules

Non-Retirement Accounts & Assets:

-      Non-Qualified Portfolio Tax Issues

-      Common Annuity Products

-      Annuity Contract Review

-      Rental Property Issues

-      Rental Property Tax Rules

-      Harvesting Capital Losses Issues

-      Annuity Suitability Issues

-      Health Savings Account (HSA) Distribution Rules

-      Health Savings Account (HSA) Deductible Contribution Rules

Investment Review & Market Events:

-      High Inflation Issues

-      Investments Review

-      Recession & Market Correction Issues

Working/Accumulation:

-      Business Sale Issues

-      Business Owner & 1099 Worker Issues

-      Employer Benefits Review

-      Starting A Business

-      Starting A New Job

-      Promotion & Salary Raise Review

-      Job Loss Issues

Retirement/Decumulation:

-      Social Security Fairness Act Rules

-      Required Minimum Distribution (RMD) Issues

-      Social Security Retirement Benefit Issues

-      Medicare Open Enrollment Decisions

-      Social Security Benefit Reduction Rules

-      Medicare Part B & Part D IRMAA Surcharge Rules

-      Medicare Enrollment Penalty Rules

-      Medicare Automatic Enrollment Rules

-      Pre-Retirement Issues

-      Social Security Disability Benefit Rules

-      Medicare Part A & Part B Eligibility Rules

-      Social Security Benefit Rules For Divorced Spouses

-      Social Security Benefit Rules For Surviving Spouses

-      Social Security Benefit Rules For Spouses

-      Required Minimum Distribution (RMD) & Required Beginning Date (RBD) Rules

Tax Planning:

-      Taxation Guide To Withdrawals And Income Sources

-      1035 Exchange Issues

-      1031 Exchange Rules

-      TCJA Sunset Provision Issues

-      TCJA Sunset Provision Comparison Guide

-      Tax Return Document Preparation

-      AGI/MAGI Summary Guide

-      Restricted Stock Units (RSU) Issues

-      Harvesting Capital Gains Vs. Roth Conversions Decisions

-      Estimated Federal Income Tax Payment Rules

-      Pay Stub Review

-      Incentive Stock Options (ISO) Issues

-      Non-Qualified Stock Options (NQSO) Issues

-      Employee Stock Purchase Plan (ESPP) Tax Rules

-      What Is My Basis For This Gifted Property I Received?

-      Step-Up In Basis Rules For Appreciated Property

-      Qualified Business Income (QBI) & Retirement Plan Rules

-      Investment Sale Tax Rules

-      Net Unrealized Appreciation (NUA) Rules

-      Tax Return Review (Retired)

-      Tax Return Review (Still Working)

-      Qualified Business Income (QBI) Deduction Rules

Insurance Planning:

-      Common Long-Term Care (LTC) Products

-      Common Life Insurance Policies

-      Life Insurance Policy Review

-      Purchasing Disability Insurance Issues

-      Purchasing Life Insurance Issues

-      Purchasing Long-Term Care Insurance Issues

-      Health And Life Insurance Policy Issues

-      Healthcare In Retirement Issues

-      Property And Casualty Insurance Issues

-      Early Retirement Health Insurance Marketplace Issues

Estate Planning & Charitable Giving:

-      Qualified Charitable Distribution (QCD) Rules

-      Should I Consider A Trust?

-      Common Estate Plan Elements

-      Common Charitable Giving Vehicles

-      Common Deductible Charitable Gifts

-      Creating An Estate Plan

-      Reviewing Beneficiaries

-      Donor Advised Fund (DAF) Decisions

-      Estate Planning Documents Review

-      Charitable Giving Strategy Review

-      Closing The Estate

-      Updating An Estate Plan

Cash Flow, Budgeting, And Debts:

-      Emergency Fund Issues

-      Reverse Mortgage Issues

-      Savings Allocation Decisions

-      Debt Payoff Decisions

-      Mortgage Payoff Decisions

-      Unexpected Expense Issues

-      Cash Flow Review

-      Sudden Wealth Event Issues

-      Mortgage Refinance Decisions

-      Account Savings And Contributions Review

Important Life Events & Decisions:

-      Home Sale Issues

-      Children & Financial Independence Issues

-      Leasing Vs Buying A Vehicle

-      Moving Out Of State

-      Children With Special Needs Issues

-      Starting Out Financially

-      Having (Or Adopting) A Child

-      Home Purchase Issues

-      Getting Married

-      Death Of Spouse Issues

-      Terminal Illness Issues

-      Aging Parent Issues

-      Divorce Issues

-      Death Of Parent Issues

College Planning & Student Loans:

-      529-To-Roth IRA Transfer Rules

-      Paying Off Student Loans Issues

-      Student Loan Income Driven Repayment (IDR) Plan Eligibility

-      College Funding Issues

-      529 Distribution Rules

New Laws:

-      SECURE Act 2.0 Important Issues

Other:

-      Identity Theft & Fraud Issues

-      Documents To Keep On File

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