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

November 27, 2018
New Flowchart Additions

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. 

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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.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
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— Steve, an advisor in Ohio
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