Flowcharts and Checklists
Social Security
- Will my Social Security benefits be reduced?
- Am I eligible for Social Security benefits if I’m divorced?
- Am I eligible for Social Security benefits as a spouse?
- Am I eligible for Social Security benefits as a surviving spouse?
- Will I avoid the Social Security Windfall Elimination Provision?
- Will I avoid Social Security's Government Pension Offset?
Medicare
- Am I eligible for Medicare part A & part B?
- Should I change my Medicare coverage during open enrollment?
- Will I avoid IRMAA surcharges on Medicare part B & part D?
- Will I avoid Medicare enrollment penalties?
- Will I be automatically enrolled in Medicare?
- Will healthcare change as I transition into retirement?
Tax Planning
- How might President Biden's tax plan affect me?
- As a high income taxpayer, how might President Biden's tax plan affect me?
- Do I need to start making estimated federal income tax payments?
- What issues should I consider when establishing my charitable giving strategy?
- What Issues should I consider before the end of the year?What issues should I consider before closing the estate?
IRAs
- Can I make a deductible IRA contribution?
- Can I contribute to my Roth IRA?
- Should I contribute to my Roth IRA vs my traditional IRA?
- Should I consider doing a Roth conversion?
- Will distributions from my Roth IRA be tax & penalty free?
- Can I do a qualified charitable distribution from my IRA?
- Can I delay distributions from the traditional IRA I inherited?
- Can I avoid taking my RMD after reaching my required beginning date?
- Can I make a backdoor Roth IRA contribution?
Health Savings Accounts
Family Issues
- What issues should I consider for my aging parents?
- What issues should I consider if my spouse passes away?
- What issues should I consider if my parent passed away?