fpPathfinder

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

Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property


Resource Additions, Announcements

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 tens of thousands of dollars into their Roth IRA, but the rules are very restrictive.  This flowchart outlines the major issues and rules to consider.  

Will I Receive a Step-Up In Basis For This Gifted Property? This flowchart covers some of those uncommon situations that actually impact cost basis when property is gifted.  The focus is on “double basis” rules and when the donor paid gift tax.
 

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 Here!

Recently, 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.  

 

Suggest a Flowchart or Checklist

Have an idea for a flowchart or checklist?  We want to hear about it.  Visit our suggestion page to add your own or vote on the suggestions made by others. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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 think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“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
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