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 most common issues that arise for a client looking to do an NUA distribution from their employer-sponsored retirement plan.
Can I Make A Deductible Contribution to My HSA? This flowchart covers many of the rules and requirements that a client must satisfy in order to make an HSA contribution. This is particularly helpful for clients who will experience a change to their health insurance coverage this year (such as leaving a company, changing from individual to family coverage, or starting Medicare).
What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.
White Labeling Is Finally Here
Earlier this month we announced the launch of our Deluxe membership, which includes white labeling and digital rights to share the flowcharts online. We’ve even made one of the flowcharts available for you to try the new white label functionality yourself.