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Mar 10, 2022
Will My Roth IRA Conversion Be Penalty Free?
Converting a portion of an IRA to a Roth IRA is a complex process that involves many moving parts.
Feb 22, 2022
What issues should I consider if a parent passed away
This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away.
Feb 17, 2022
Will Healthcare Change As I Transition Into Retirement?
To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart.
Feb 15, 2022
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?
Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...
Feb 14, 2022
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
Feb 7, 2022
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
A client’s life and health insurance policies are a key part of their overall financial plan. It’s important to review these policies...
Feb 2, 2022
What is Tax Planning?
WHAT IS TAX PLANNING?
Tax planning refers to our review of your tax return to identify potential planning opportunities.
Feb 1, 2022
What issues should I consider when funding an unexpected expense?
This checklist covers the key issues to consider when a client must fund an unexpected expense. It addresses: Payment strategies Funding...
Jan 31, 2022
What issues should I consider before I update my Estate Plan?
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.