Resources Archive - fpPathfinder

Pension Plans Chart

Common Pension Plans For Small Business Owners

Retirement Plans Chart

Common Retirement Plans For Small Business Owners

SEP and SIMPLE IRAs

Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?

Harvesting Gains Or Roth Conversions

What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?

Annuity Or Lump Sum

Should I Take My Pension As A Lump Sum?

Should I Contribute To My Roth 401(k)?

Roth Conversion

Should I Consider Doing a Roth Conversion?

Roth Vs. Traditional IRA Contribution

Should I Contribute To My Roth IRA Vs. My Traditional IRA?

IRA Conversion Rules

Will My Roth IRA Conversion Be Penalty-Free?

Roth IRA Distribution Rules

Will A Distribution From My Roth IRA Be Tax and Penalty-Free?

Traditional IRA Distribution Rules

Will A Distribution From My Traditional IRA Be Penalty-Free?

Deceased Spouse's IRA Considerations

Should I Inherit My Deceased Spouse’s Traditional IRA?

401(k) Rollover Considerations

Should I Roll Over My Dormant 401(k)?

Employer Retirement Plan Considerations

Should I Set Up A Traditional 401(k) For My Business?

IRA Contribution Rules

Can I Make A Deductible IRA Contribution?

Backdoor Roth IRA Contribution Rules

Can I Make a Backdoor Roth IRA Contribution?

Roth IRA Contribution Rules

Can I Contribute To My Roth IRA?

RMD Rules When Turning Age 72

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

RMD Rules For Inherited IRAs

Can I Delay Distributions From The Traditional IRA I Inherited?

Can I Do A Qualified Charitable Distribution From My IRA?

NUA Distribution Rules

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

Mega Backdoor Roth Contribution

Can I Make A Mega Backdoor Roth IRA Contribution?