As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates.
Updated Flowcharts
Please take a moment to download the newest versions of the following flowcharts, which we updated on October 25, 2021.
- Will A Distribution From My Roth IRA Be Tax & Penalty-Free? To improve the flowchart’s logic, our team made corrections and added clarifying detail.
- Will A Distribution From My Traditional IRA Be Penalty-Free? Our team expanded the decision points to help you follow the proper path.
- Will The Distribution From My HSA Be Tax & Penalty-Free? To improve your experience, our team made minor corrections and clarifications.
If you have questions or if our team can assist you, please reach out to [email protected].
