Resource List

Working / Accumulation Phase:

-      What Issues Should I Consider As A Business Owner Or 1099 Worker?

-      What Issues Should I Consider With My Employer-Provided Benefits?

-      Common Pension Plans For Small Business Owners

-      Common Retirement Plans For Small Business Owners

-      What Issues Should I Consider Regarding My Restricted Stock Units?

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

-      What Issues Should I Consider Regarding My Incentive Stock Options?

-      What Issues Should I Consider Regarding My Non-Qualified Stock Options?

-      What Issues Should I Consider If I Experience A Sudden Wealth Event?

-      Should I Contribute To My Roth 401(k)?

-      What Issues Should I Consider When Starting A Business?

-      Will I Have To Pay Tax On My Qualified ESPP?

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

-      What Issues Should I Consider When Starting A New Job?

-      What Issues Should I Consider If I Get A Promotion Or Raise At Work?

-      Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?

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

-      What Issues Should I Consider If I Lose My Job?

-      Can I Make A Deductible IRA Contribution?

-      Can I Make A Mega Backdoor Roth Contribution?

-      Can I Do A Qualified Charitable Distribution From My IRA?

-      Can I Contribute To My Roth IRA?

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

-      Am I Eligible For A Qualified Business Income (QBI) Deduction?

Retirement / Decumulation:

-      Is My Rental Property Tax Deductible?

-      What Issues Should I Consider With My Social Security Retirement Benefits?

-      Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

-      Should I Take My Pension As A Lump Sum?

-      What Issues Should I Consider When Establishing My Charitable Giving Strategy?

-      Should I Change My Medicare Coverage During Open Enrollment?

-      Will My Social Security Benefits Be Reduced?

-      Will Healthcare Change As I Transition Into Retirement?

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

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

-      Will I Be Enrolled Automatically In Medicare?

-      Will I Avoid Medicare Enrollment Penalties?

-      Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

-      Should I Inherit My Deceased Spouse’s Traditional IRA?

-      What Issues Should I Consider Before I Retire?

-      If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

-      Do I Qualify For Social Security Disability Benefits?

-      Can I Delay Distributions From The Traditional IRA I Inherited?

-      Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?

-      Am I Eligible For Medicare Part A & Part B?

-      Am I Eligible for Social Security Benefits As A Spouse?

-      Am I Eligible For Social Security Benefits As A Surviving Spouse?

-      Am I Eligible For Social Security Benefits If I Have Been Divorced?

Tax Planning:

-      What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

-      What Issues Should I Consider When Harvesting Capital Losses?

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

-      Do I Need To Start Making Estimated Federal Income Tax Payments?

-      Pay Stub Review

-      Important Milestones

-      Important Dates

-      Should I Consider Doing A Roth Conversion?

-      Will I Receive A Step-Up In Basis For This Gifted Property?

-      Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

-      Will I Have To Pay Tax On The Sale Of My Investment?

-      Important Numbers

-      Is The Distribution From My 529 Plan Subject To Federal Income Tax?

-      Can I Make A Deductible Contribution To My HSA?

-      As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

-      As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Insurance Planning:

-      What Issues Should I Consider When Purchasing A Life Insurance Policy?

-      Does An Annuity Fit Within My Financial Plan?

-      What Issues Should I Consider When Purchasing Long-Term Care Insurance?

-      What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?

-      What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

-      What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

Estate Planning:

-      What Issues Should I Consider When Creating My Estate Plan?

-      What Issues Should I Consider When Reviewing My Estate Planning Documents?

-      What Issues Should I Consider If My Spouse Passed Away?

-      What Issues Should I Consider If My Parent Passed Away?

-      What Issues Should I Consider Before Closing The Estate?

-      What Issues Should I Consider Before I Update My Estate Plan?

Assets and Investment Planning:

-      What Issues Should I Consider When Owning A Rental Property?

-      Should I Pay Off My Mortgage?

-      What Issues Should I Consider When Moving Out Of State?

-      Should I Consider Refinancing My Mortgage?

-      What Issues Should I Consider When Reviewing My Investments?

-      Will The Distribution From My HSA Be Tax & Penalty-Free?

-      Will My Roth IRA Conversion Be Penalty-Free?

-      What Issues Should I Consider When Buying A Home?

-      Should I Roll Over My Dormant Traditional 401(k)?

-      Can I Make A Backdoor Roth IRA Contribution?

General:

-      Internal Client Service Calendar

-      What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?

-      What Issues Should I Consider When Reviewing My RMD?

-      What Issues Should I Consider When Reviewing My Beneficiaries?

-      Should I Pay Off My Debt(s)?

-      What Issues Should I Consider When Dealing With High Inflation?

-      Should I Lease Or Buy My Next Automobile?

-      What Issues Should I Consider When Funding An Unexpected Expense?

-      What Issues Should I Consider At The Start Of The Year?

-      What Issues Should I Consider When Reviewing Cash Flow?

-      What Issues Should I Consider For My Child With Special Needs?

-      What Issues Should I Consider When Starting Out Financially?

-      Master List Of Goals

-      What Issues Should I Consider When Paying Off My Student Loans?

-      Am I Eligible For An IDR Plan For My Federal Student Loans?

-      Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

-      What Accounts Should I Consider If I Want To Save More?

-      What Issues Should I Consider During A Recession Or Market Correction?

-      Issues To Consider As A New Client

-      What Issues Should I Consider To Fund My Child’s College Education?

-      What Issues Should I Consider When Having (Or Adopting) A Child?

-      What Issues Should I Consider When Getting Married?

-      What Issues Should I Consider For My Aging Parents?

-      What Issues Should I Consider During My Divorce?

-      What Issues Should I Consider Before The End Of The Year?

-      What Documents Do I Need To Keep On File?

-      Issues To Consider In Client Annual Review Meeting