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Download FREE Retirement Planning Education info

2023 Annual Limits Related to Financial Planning

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Roth IRA Withdrawal Rule Summary

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Summary of What's in AGI and MAGI

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Tax Return Preparation Checklist (2022 tax year)

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Required Minimum Distribution ("RMD") Factors

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Checklists & Flowcharts - IRAs & Roth IRAs

Can-I-Avoid-Taking-My-RMD-After-Reaching-My-Required-Beginning-Date-RBD-2023 (pdf)Download
Can-I-Contribute-To-My-Roth-IRA-2023 (pdf)Download
Can-I-Delay-Distributions-From-The-Traditional-IRA-I-Inherited-2023 (pdf)Download
Can-I-Make-A-Backdoor-Roth-IRA-Contribution-2023 (pdf)Download
Can-I-Make-A-Deductible-IRA-Contribution-2023 (pdf)Download
Should-I-Contribute-To-My-Roth-IRA-Vs.-My-Traditional-IRA-2023 (pdf)Download
Should-I-Inherit-My-Deceased-Spouse8217s-Traditional-IRA-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-RMD-2023 (pdf)Download
Will-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2023 (pdf)Download
Will-A-Distribution-From-My-Traditional-IRA-Be-Penalty-Free-2023 (pdf)Download
Will-My-Roth-IRA-Conversion-Be-Penalty-Free-2023 (pdf)Download
Should-I-Consider-Doing-A-Roth-Conversion-2023 (pdf)Download

Checklists & Flowcharts - Social Security

What-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)Download
Am-I-Eligible-For-Social-Security-Benefits-As-A-Spouse-2023 (pdf)Download
Am-I-Eligible-For-Social-Security-Benefits-As-A-Surviving-Spouse-2023 (pdf)Download
Am-I-Eligible-For-Social-Security-Benefits-If-I-Have-Been-Divorced-2023 (pdf)Download
Do-I-Qualify-For-Social-Security-Disability-Benefits-2023 (pdf)Download
Will-My-Social-Security-Benefits-Be-Reduced-2023 (pdf)Download

Checklists & Flowcharts - Medicare

Am-I-Eligible-For-Medicare-Part-A-And-Part-B-2023 (pdf)Download
Should-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2023 (pdf)Download
Will-I-Avoid-IRMAA-Surcharges-On-Medicare-Part-B-And-Part-D-2023 (pdf)Download
Will-I-Avoid-Medicare-Enrollment-Penalties-2023 (pdf)Download
Will-I-Be-Enrolled-Automatically-In-Medicare-2023 (pdf)Download

Checklists & Flowcharts - Investments

What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2023 (pdf)Download
What-Issues-Should-I-Consider-During-A-Recession-Or-Market-Correction-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Harvesting-Capital-Losses-2023 (pdf)Download
What-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2023 (pdf)Download
Will-I-Have-To-Pay-Tax-On-The-Sale-Of-My-Investment-2023 (pdf)Download

Checklists & Flowcharts - Employer Plans & Pensions

Can-I-Do-A-Net-Unrealized-Appreciation-NUA-Distribution-2023 (pdf)Download
Can-I-Make-A-Mega-Backdoor-Roth-Contribution-2023 (pdf)Download
Should-I-Contribute-To-My-Roth-401k-2023 (pdf)Download
Should-I-Roll-Over-My-Dormant-Traditional-401k-2023 (pdf)Download
Should-I-Take-My-Pension-As-A-Lump-Sum-2023 (pdf)Download

Checklists & Flowcharts - Estates & Inheritance

Will-I-Receive-A-Step-Up-In-Basis-For-The-Appreciated-Property-I-Inherited-2023 (pdf)Download
Will-I-Receive-A-Step-Up-In-Basis-For-This-Gifted-Property-2023 (pdf)Download
What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2023 (pdf)Download
What-Issues-Should-I-Consider-Before-Closing-The-Estate-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Beneficiaries-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2023 (pdf)Download

Checklists & Flowcharts - Charitable Giving

Can-I-Do-A-Qualified-Charitable-Distribution-From-My-IRA-2023 (pdf)Download
Should-I-Use-A-Donor-Advised-Fund-DAF-When-Giving-To-Public-Charities-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Establishing-My-Charitable-Giving-Strategy-2023 (pdf)Download

Checklists & Flowcharts - Health Savings Accounts ("HSAs")

Can-I-Make-A-Deductible-Contribution-To-My-HSA-2023 (pdf)Download
Will-The-Distribution-From-My-HSA-Be-Tax-And-Penalty-Free-2023 (pdf)Download

Checklists & Flowcharts - Education

Am-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans-2023 (pdf)Download
Is-The-Distribution-From-My-529-Plan-Subject-To-Federal-Income-Tax-2023 (pdf)Download
What-Issues-Should-I-Consider-To-Fund-My-Child8217s-College-Education-2023 (pdf)Download

Checklists & Flowcharts - Equity Compensation

What-Issues-Should-I-Consider-Regarding-My-Restricted-Stock-Units-2023 (pdf)Download
Will-I-Have-To-Pay-Tax-On-My-Qualified-ESPP-2023 (pdf)Download
What-Issues-Should-I-Consider-Regarding-My-Incentive-Stock-Options-2023 (pdf)Download
What-Issues-Should-I-Consider-Regarding-My-Non-Qualified-Stock-Options-2023 (pdf)Download

Checklists & Flowcharts - Insurance

What-Issues-Should-I-Consider-When-Purchasing-A-Life-Insurance-Policy-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-Disability-Insurance-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Property-And-Casualty-Insurance-Policies-2023 (pdf)Download

Checklists & Flowcharts - Budgeting & Debt

Should-I-Consider-Refinancing-My-Mortgage-2023 (pdf)Download
Should-I-Pay-Off-My-Debts-2023 (pdf)Download
Should-I-Pay-Off-My-Mortgage-2023 (pdf)Download
What-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Dealing-With-High-Inflation-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Funding-An-Unexpected-Expense-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Paying-Off-My-Student-Loans-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-Cash-Flow-2023 (pdf)Download

Checklists & Flowcharts - Business Owners

Common-Pension-Plans-For-Small-Business-Owners-2023 (pdf)Download
Common-Retirement-Plans-For-Small-Business-Owners-2023 (pdf)Download
What-Issues-Should-I-Consider-As-A-Business-Owner-Or-1099-Worker-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Planning-For-The-Sale-Disposition-Or-Succession-Of-My-Business-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Starting-A-Business-2023 (pdf)Download
Should-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2023 (pdf)Download
Should-I-Set-Up-A-Traditional-401k-For-My-Business-2023 (pdf)Download
Am-I-Eligible-For-A-Qualified-Business-Income-QBI-Deduction-2023 (pdf)Download
Will-The-Deductibility-Of-My-Retirement-Plan-Contributions-Be-Impacted-By-The-QBI-Rules-2023 (pdf)Download

Checklists & Flowcharts - Other

Should-I-Lease-Or-Buy-My-Next-Automobile-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Buying-A-Home-2023 (pdf)Download
If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2023 (pdf)Download
Will-Healthcare-Change-As-I-Transition-Into-Retirement-2023 (pdf)Download
Am-I-At-Risk-Of-Having-My-Identity-Stolen-Or-Being-A-Victim-Of-Fraud-2023 (pdf)Download
Do-I-Need-To-Start-Making-Estimated-Federal-Income-Tax-Payments-2023 (pdf)Download
Pay-Stub-Review-2023 (pdf)Download
What-Documents-Do-I-Need-To-Keep-On-File-2023 (pdf)Download
What-Issues-Should-I-Consider-At-The-Start-Of-The-Year-2023 (pdf)Download
What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2023 (pdf)Download
What-Issues-Should-I-Consider-With-My-Employer-Provided-Benefits-2023 (pdf)Download

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