fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Removing money from a qualified plan

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Should I Roll Over My Dormant Traditional 401(k)? (2021)

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Is The Distribution From My 529 Plan Subject To Federal Income Tax? (2021)

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Is The Distribution From My 529 Plan Taxable? (2020)

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Is The Distribution From My 529 Plan Taxable? (2019)

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Can I Do A Net Unrealized Appreciation (NUA) Distribution? (2019)

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Can I Do A Net Unrealized Appreciation (NUA) Distribution? (2020)

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Can I Avoid Taking My RMD After Reaching My Required Beginning Date? (2020)

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Can I Avoid Taking My RMD After Turning Age 70.5? (2019)

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Should I Rollover My Dormant 401(k)? (2020)

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Should I Rollover My Dormant 401(k)? (2019)

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Can I Delay The RMD From The Traditional IRA I Inherited? (2019)

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Can I Delay The RMD From The Traditional IRA I Inherited? (2020)

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Can I Do a Qualified Charitable Distribution From My IRA? (2020)

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Can I Do a Qualified Charitable Distribution From My IRA? (2019)

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Will A Distribution From My Traditional IRA Be Penalty Free? (2020)

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Will My Roth IRA Conversion Be Penalty Free? (2019)

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Will My Roth IRA Conversion Be Penalty Free? (2020)

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Will A Distribution From My Roth IRA Be Tax and Penalty Free (2019)

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Will A Distribution From My Roth IRA Be Tax and Penalty Free? (2020)

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Will A Distribution From My Traditional IRA Be Penalty Free? (2019)

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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