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    • Podcast
    • YouTube
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    • More Free Stuff
    • About Andy
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    • The IUL Experiment
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  • Podcast
  • YouTube
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  • More Free Stuff
  • About Andy
  • Blog
  • The IUL Experiment

Download MORE FREE Retirement Planning Education info

Checklists & Flowcharts - IRAs & Roth IRAs

Can-I-Contribute-To-My-Roth-IRA-2025 (pdf)Download
Can-I-Make-A-Backdoor-Roth-IRA-Contribution-2025 (pdf)Download
Can-I-Make-A-Deductible-IRA-Contribution-2025 (pdf)Download
Should-I-Consider-Doing-A-Roth-Conversion (pdf)Download
Should-I-Contribute-To-My-Roth-IRA-Vs.-My-Traditional-IRA-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Inheriting-A-Traditional-Or-Roth-IRA-2025 (pdf)Download
Will-A-Distribution-From-My-Roth-IRA-Be-Tax-038-Penalty-Free (pdf)Download
Will-A-Distribution-From-My-Traditional-IRA-Be-Penalty-Free (pdf)Download
Will-My-Roth-IRA-Conversion-Be-Penalty-Free (pdf)Download

Checklists & Flowcharts - Social Security

Am-I-Eligible-For-Social-Security-Benefits-As-A-Spouse (pdf)Download
Am-I-Eligible-For-Social-Security-Benefits-As-A-Surviving-Spouse-2025 (pdf)Download
Am-I-Eligible-For-Social-Security-Benefits-If-I-Have-Been-Divorced-2025 (pdf)Download
Do-I-Qualify-For-Social-Security-Disability-Benefits-2025 (pdf)Download
What-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2025 (pdf)Download
Will-My-Social-Security-Benefits-Be-Reduced-2025 (pdf)Download

Checklists & Flowcharts - Tax Planning

AGIMAGI-Summary-Guide (pdf)Download
Am-I-Eligible-For-A-Qualified-Business-Income-QBI-Deduction-2025 (pdf)Download
Can-I-Avoid-Taking-My-RMD-After-Reaching-My-Required-Beginning-Date-RBD (pdf)Download
Can-I-Do-A-Net-Unrealized-Appreciation-NUA-Distribution (pdf)Download
Do-I-Need-To-Start-Making-Estimated-Federal-Income-Tax-Payments (pdf)Download
Taxation-Guide-To-Withdrawals-And-Income-Sources (pdf)Download
What-Important-Issues-Should-I-Consider-Regarding-Changes-Made-By-The-Secure-Act-2.0-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Harvesting-Capital-Losses (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-RMD-2025 (pdf)Download
What-Issues-Should-I-Consider-With-The-Income-From-My-Taxable-Non-Qualified-Accounts-2025 (pdf)Download
What-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2025 (pdf)Download
Will-I-Have-To-Pay-Tax-On-The-Sale-Of-My-Investment-2025 (pdf)Download
Will-I-Receive-A-Step-Up-In-Basis-For-This-Gifted-Property-2025 (pdf)Download
Will-The-Deductibility-Of-My-Retirement-Plan-Contributions-Be-Impacted-By-The-QBI-Rules-2025 (pdf)Download

Checklists & Flowcharts - Medicare

Am-I-Eligible-For-Medicare-Part-A-And-Part-B-2025 (pdf)Download
Should-I-Change-My-Medicare-Coverage-During-Open-Enrollment (pdf)Download
Will-I-Avoid-IRMAA-Surcharges-On-Medicare-Part-B-and-Part-D-2025 (pdf)Download
Will-I-Avoid-Medicare-Enrollment-Penalties-2025 (pdf)Download
Will-I-Be-Enrolled-Automatically-In-Medicare (pdf)Download

Checklists & Flowcharts - Charitable Giving

Can-I-Do-A-Qualified-Charitable-Distribution-From-My-IRA-2025 (pdf)Download
Common-Charitable-Giving-Vehicles (pdf)Download
Common-Deductible-Charitable-Gifts-2025 (pdf)Download
Should-I-Use-A-Donor-Advised-Fund-DAF-When-Giving-To-Public-Charities (pdf)Download
What-Issues-Should-I-Consider-When-Establishing-My-Charitable-Giving-Strategy-2025 (pdf)Download

Checklists & Flowcharts - Employer Plans and Pensions

Can-I-Make-A-Mega-Backdoor-Roth-Contribution-2025 (pdf)Download
Should-I-Contribute-To-My-Roth-401k-2025 (pdf)Download
Should-I-Roll-Over-My-Dormant-Traditional-401k (pdf)Download
Should-I-Take-My-Pension-As-A-Lump-Sum (pdf)Download
Will-I-Have-To-Pay-Tax-On-My-Qualified-ESPP (pdf)Download

Checklists & Flowcharts - Estates and Inheritance

How-Must-I-Take-Distributions-From-My-Twice-Inherited-Traditional-IRA (pdf)Download
How-Must-I-Take-Distributions-From-The-Roth-IRA-I-Inherited-2025 (pdf)Download
How-Must-I-Take-Distributions-From-The-Traditional-IRA-I-Inherited (pdf)Download
Should-I-Inherit-My-Deceased-Spouse8217s-Traditional-IRA (pdf)Download
What-Issues-Should-I-Consider-Before-Closing-The-Estate-2025 (pdf)Download
What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Creating-My-Estate-Plan (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents (pdf)Download
Will-I-Receive-A-Step-Up-In-Basis-For-The-Appreciated-Property-I-Inherited (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Beneficiaries (pdf)Download

Checklists & Flowcharts - HSAs and Healthcare

Can-I-Make-A-Deductible-Contribution-To-My-HSA-2025 (pdf)Download
If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace (pdf)Download
Will-Healthcare-Change-As-I-Transition-Into-Retirement (pdf)Download
Will-The-Distribution-From-My-HSA-Be-Tax-And-Penalty-Free-2025 (pdf)Download

Checklists & Flowcharts - Tax Returns

As-A-Retiree-What-Issues-Should-I-Consider-When-Reviewing-My-2024-Tax-Return-2025 (pdf)Download
As-Someone-Who-Is-Working-What-Issues-Should-I-Consider-When-Reviewing-My-2024-Tax-Return-2025 (pdf)Download
What-Documents-Do-I-Need-To-Collect-For-Filing-My-2024-Tax-Return-2025 (pdf)Download

Checklists & Flowcharts - Life Events and Aging

What-Issues-Should-I-Consider-Before-I-Retire-2025 (pdf)Download
What-Issues-Should-I-Consider-During-My-Divorce (pdf)Download
What-Issues-Should-I-Consider-For-My-Aging-Parents-2025 (pdf)Download
What-Issues-Should-I-Consider-If-I-Experience-A-Sudden-Wealth-Event-2025 (pdf)Download
What-Issues-Should-I-Consider-If-I-Get-A-Promotion-Or-Raise-At-Work-2025 (pdf)Download
What-Issues-Should-I-Consider-If-I-Lose-My-Job (pdf)Download
What-Issues-Should-I-Consider-If-My-Parent-Passed-Away-2025 (pdf)Download
What-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2025 (pdf)Download
What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Getting-Married (pdf)Download
What-Issues-Should-I-Consider-When-Moving-Out-Of-State (pdf)Download
What-Issues-Should-I-Consider-When-Starting-A-New-Job (pdf)Download
What-Issues-Should-I-Consider-When-Starting-Out-Financially (pdf)Download

Checklists & Flowcharts - Real Estate and Mortgages

Can-I-Do-A-Section-1031-Exchange-With-My-Rental-Property (pdf)Download
Is-My-Rental-Property-Tax-Deductible (pdf)Download
Should-I-Consider-Refinancing-My-Mortgage (pdf)Download
Should-I-Pay-Off-My-Mortgage (pdf)Download
What-Issues-Should-I-Consider-When-Buying-A-Home (pdf)Download
What-Issues-Should-I-Consider-When-Owning-A-Rental-Property (pdf)Download
What-Issues-Should-I-Consider-When-Selling-My-Home (pdf)Download
What-Issues-Should-I-Consider-When-Using-A-Reverse-Mortgage-2025 (pdf)Download

Checklists & Flowcharts - Education and Student Loans

Am-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans (pdf)Download
Can-I-Make-A-529-To-Roth-Transfer (pdf)Download
Is-The-Distribution-From-My-529-Plan-Subject-To-Federal-Income-Tax-2025 (pdf)Download
What-Issues-Should-I-Consider-To-Fund-My-Child8217s-College-Education-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Paying-Off-My-Student-Loans-2025 (pdf)Download

Checklists & Flowcharts - Equity Compensation

What-Issues-Should-I-Consider-Regarding-My-Incentive-Stock-Options (pdf)Download
What-Issues-Should-I-Consider-Regarding-My-Non-Qualified-Stock-Options (pdf)Download
What-Issues-Should-I-Consider-Regarding-My-Restricted-Stock-Units (pdf)Download

Checklists & Flowcharts - Insurance and Annuities

Common-Annuity-Products (pdf)Download
Common-Life-Insurance-Policies (pdf)Download
Does-An-Annuity-Fit-Within-My-Financial-Plan-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Doing-A-Section-1035-Exchange (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-A-Life-Insurance-Policy (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-Disability-Insurance (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Existing-Annuity (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Existing-Life-Insurance-Policy (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Property-And-Casualty-Insurance-Policies (pdf)Download

Checklists & Flowcharts - Budgeting and Debt

Should-I-Lease-Or-Buy-My-Next-Automobile (pdf)Download
Should-I-Pay-Off-My-Debts (pdf)Download
What-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Dealing-With-High-Inflation (pdf)Download
What-Issues-Should-I-Consider-When-Establishing-And-Maintaining-My-Emergency-Fund-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Funding-An-Unexpected-Expense (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-Cash-Flow (pdf)Download

Checklists & Flowcharts - Business Owners

Common-Pension-Plans-For-Small-Business-Owners-2025 (pdf)Download
Common-Retirement-Plans-For-Small-Business-Owners-2025 (pdf)Download
Should-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2025 (pdf)Download
Should-I-Set-Up-A-Traditional-401k-For-My-Business-2025 (pdf)Download
What-Issues-Should-I-Consider-As-A-Business-Owner-Or-1099-Worker (pdf)Download
What-Issues-Should-I-Consider-When-Planning-For-The-Sale-Disposition-Or-Succession-Of-My-Business (pdf)Download
What-Issues-Should-I-Consider-When-Starting-A-Business (pdf)Download

Checklists & Flowcharts - Other

Am-I-At-Risk-Of-Having-My-Identity-Stolen-Or-Being-A-Victim-Of-Fraud (pdf)Download
Important-Dates (pdf)Download
Important-Milestones (pdf)Download
Important-Numbers-2025 (pdf)Download
Pay-Stub-Review (pdf)Download
What-Documents-Do-I-Need-To-Keep-On-File (pdf)Download
What-Issues-Should-I-Consider-At-The-Start-Of-The-Year (pdf)Download
What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (pdf)Download
What-Issues-Should-I-Consider-During-A-Recession-Or-Market-Correction-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2025 (pdf)Download
What-Issues-Should-I-Consider-With-My-Employer-Provided-Benefits (pdf)Download
Where-Should-My-Next-Dollar-Go (pdf)Download
What-Issues-Do-I-Need-To-Consider-As-My-Child-Becomes-Independent-2025 (pdf)Download
What-Issues-Should-I-Consider-For-My-Child-With-Special-Needs-2025 (pdf)Download
What-Issues-Should-I-Consider-When-Having-Or-Adopting-A-Child-2025 (pdf)Download

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