fpPathfinder

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

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
Go Back
Category:
Tax Planning, Assets and Investment Planning
New

What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?

Updated 12/1/2023

Non-qualified portfolio income can be a wild card when it comes to taxes. Interest, dividends, and capital gains all have an effect on your clients’ AGI/MAGI, and it’s important to properly factor this in when addressing their tax planning needs.

With your help, clients will have a better understanding of where they currently stand, and what options they have at their disposal, with coordinating the taxable income in their non-qualified portfolio with other tax planning goals.

This checklist covers important factors a client needs to be aware of when reviewing their non-qualified portfolio income, such as:

  • Taxable interest
  • Tax-exempt interest
  • Ordinary and qualified dividends
  • Realized long- and short-term capital gains/losses
  • Unrealized long- and short-term capital gains/losses
  • Capital losses being carried forward from prior years
  • Anticipated capital gains distributions from mutual funds
Related Guides
Important Numbers
Category: General, Tax Planning
Important Dates
Category: General, Tax Planning
Important Milestones
Category: General, Tax Planning
AGI/MAGI Summary Guide
Category: Tax Planning
TCJA Sunset Provision Comparison Guide
Category: Tax Planning
What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
Category: Tax Planning

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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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