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Online & Downloadable Resources:

Wealth & Portfolio Management | Volatility Planning | Retirement Accounts | Tax Planning | Roth Conversions

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Guide: The 20 Biggest Mistakes Retirees Make

Guide: The 10 Biggest IRA Mistakes People Make

Guide: Federal Estate Taxes

Guide: Life Insurance Trusts

Guide: Charitable Remainder Trusts

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

Checklist: What Issues Should I Consider When Reviewing My Investments?

Checklist: Does An Annuity Fit Within My Financial Plan?

Checklist: What Accounts Should I Consider If I Want To Save More?

Checklist: What Issues Should I Consider Before I Retire?

Flowchart: Will I Receive a Step-Up in Basis for this Gifted Property?

Flowchart: Will I Receive a Step-Up in Basis for this Property I Inherited?

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

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

Flowchart: Should I Take My Pension As A Lump Sum?

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

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

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

Flowchart: Will My Roth IRA Conversion Be Penalty-Free?

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

Flowchart: Should I Inherit My Deceased Spouse’s Traditional IRA?

Flowchart: Should I Contribute To My Roth IRA Vs. My Traditional IRA?

Flowchart: Should I Contribute To My Roth 401(k)?

Flowchart: Can I Contribute To My Roth IRA?

Flowchart: Can I Make A Deductible IRA Contribution?

Flowchart: Can I Make A Backdoor Roth IRA Contribution?

Flowchart: Can I Make A Mega Backdoor Roth Contribution?

Flowchart: Should I Consider Doing A Roth Conversion?

Flowchart: Can I Make A Deductible Contribution To My HSA?

Flowchart: Can I Do A Qualified Charitable Distribution From My IRA?

Flowchart: Can I Delay Distributions From The Traditional IRA I Inherited?

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

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

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

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

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

Flowchart: Should I use a Donor Advised Fund (DAF) when Giving to a Public Charity?

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

Checklist: As A Retiree What Issues Should I Consider When Reviewing My Tax Return

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