Decision Trees

$297.00

Financial planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. Here we have do-it-yourself Flowcharts, Decision Trees, and Checklists to help you navigate. With Tax Plan Wealth you can be a more diligent advisor and systemize your planning process.

Our goal is to help you be more diligent in your planning process. Our flowcharts and checklists help you navigate complex financial planning questions.

Below is a complete list of all flowcharts and decision tree planning charts you will receive in the bundle.

Category:

Description

Financial planning is complex. It's easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With Tax Plan Wealth you can be a more diligent advisor and systemize your planning process.

Our goal is to help you be more diligent in your planning process. Our flowcharts and checklists help you navigate complex financial planning questions.

Here is a complete list of all decision tree planning charts you will receive in the bundle:

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:

  • 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 I Be Enrolled Automatically In Medicare?
  • Will A Distribution From My Traditional IRA Be Penalty-Free?
  • Will A Distribution From My Roth IRA Be Tax & Penalty-Free?
  • Will Healthcare Change As I Transition Into Retirement?
  • 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?
  • Am I Eligible For Medicare Part A & Part B?
  • 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 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 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

  • 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?

Age-Related Planning:

  • What Issues Should I Consider When Paying Off My Student Loans?
  • What Accounts Should I Consider If I Want To Save More?
  • What Issues Should I Consider When Having (Or Adopting) A Child?
  • What Issues Should I Consider To Fund My Child’s College Education?
  • What Issues Should I Consider When Getting Married?
  • What Issues Should I Consider For My Aging Parents?

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
  • 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 Issues Should I Consider During A Recession Or Market Correction?
  • Issues To Consider As A New Client
  • What Issues Should I Consider During My Divorce?
  • Issues To Consider In Client Annual Review Meeting
  • What Documents Do I Need To Keep On File?
  • What Issues Should I Consider Before The End Of The Year?