Checklists and Guides

General Planning

What Issues Should I Consider When Establishing My Emergency Fund?

What Issues Should I Consider if I Experience a Sudden Wealth Event?

What Accounts Should I Consider if I Want to Save More?

Retirement Planning

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

What Issues Should I Consider Before I Retire?

Should I Take My Pension As A Lump Sum?

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

Should I Contribute To My Roth 401k?

Can I Make A Deductible IRA Contribution?

Can I Do A Qualified Charitable Distribution From My IRA?

Can I Do A Net Unrealized Appreciation NUA Distribution?

Can I Contribute To My Roth IRA?

Tax Planning

Important Numbers

As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2023 Tax Return?

As A Retiree What Issues Should I Consider When Reviewing My 2023 Tax Return?

What Documents Do I Need To Collect For Filing My 2023 Tax Return?

Social Security