fpPathfinder

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

Inherited Traditional IRA & Inherited Roth IRA Issues

Inherited Traditional IRA & Inherited Roth IRA Issues

This content is restricted to subscribers
Read More

Inherited Roth IRA Distribution Rules

This content is restricted to subscribers
Read More

Inherited Traditional IRA Distribution Rules

This content is restricted to subscribers
Read More

Twice-Inherited Traditional IRA Distribution Rules

This content is restricted to subscribers
Read More

Inherited Spousal IRA Rules

This content is restricted to subscribers
Read More

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close