This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is
Should I Contribute To My Roth IRA Versus My Traditional IRA?: This resource helps to answer the question of which account to save for retirement – a Roth IRA or Traditional IRA. It has been one of the most frequently requested resources from our members.
Will The Distribution From My HSA Be Tax Free?: An HSA account is one of the most tax-efficient savings accounts for investors. While many of the distribution rules are straightforward, there are several exceptions that should be considered before a client takes a distribution from their HSA.
Introducing our Summary Resource Guide: Several members asked for a quick reference guide listing all the resources we offer. With nearly 60 resources, advisors may need multiple ways to learn which resources we have developed. And this Resource Guide summarizes it all in a short two-page document. If you are not a member, this will be a good piece for you to reference.
Sneak Peek:
Next week, Michael Lecours will be at the T3 Advisor Conference making a big announcement. fpPathfinder will be launching a new membership tier very soon with some features that lots of members have been requesting for over a year. Details to follow.