304 S. Harbor City Boulevard, Suite 200
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Flowcharts & Checklists
All you need in one place.
Flowcharts and Checklists
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?
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?
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?
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
Can I make a deductive contribution to my HSA?
Will the distribution from my HSA be tax free?
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?
Important numbers 2021
What documents do I need to keep on file?
What issues should I consider if I experience a sudden wealth event?