Free Guides and Checklists

Key Financial Data

Checklists

Retirement

• What Should I Consider Before I Retire?
• What Should I Consider about my Cash Flow?
• Should I Take My Pension as a Lump Sum?
• Should I Pay Off My Mortgage?

Roth IRAs

• Can I Contribute to My Roth IRA?
• Can I Make a Backdoor Roth IRA Contribution?
• Should I Consider Doing a Roth Conversion?
• Will my Roth Distribution be Tax and Penalty-Free?

401k

• Can I Do an NUA Distribution?
• Can I Make a Mega Backdoor Roth Contribution?
• Should I Contribute to my Roth 401k?
• Should I Rollover my Dormant 401k?

Taxes and Charitable Giving

• Is Capital Gain Harvesting or Roth Conversion Better for Me?
• Can I Do a QCD?
• Should I Use a DAF?
• What Should I Consider for Charitable Giving Strategy?

Investments

• What Should I Consider When I Review Investments?
• What Should I Consider When I Harvest Capital Losses?
• What Should I Consider for RSUs?

Estate Planning

• What Should I Consider Before I Update Estate Plan?
• What Should I Consider When I Review Estate Plan Documents?
• What Should I Consider if my Parent Passed Away?
• What Should I Consider if my Spouse Passed Away?

Health Insurance

• Should I Buy Health Insurance Through Marketplace if I Retire Early?
• What Should I Consider about Long Term Care Insurance?
• Will I Avoid the IRMAA Surcharge?
• Will my HSA Distribution be Tax and Penalty-Free?

Social Security

• Will my Social Security Benefits Be Reduced?
• Am I Eligible for Spousal Benefits?
• Am I Eligible for Survivor Benefits?

Secure Act

• New Retirement Rules under Secure 2019
• What Should I Consider under Secure 2.0

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