fpPathfinder

SIMPLIFY YOUR PLANNING PROCESS IN 2020

The following download is a few of over 50 flowcharts and checklists we’ve created to help simplify planning for advisors

With these charts, you will be able to easily answer this popular client question, “Can I contribute to my IRA before I file my 2019 Tax Return?”  

These charts address the common issues regarding eligibility rules for Traditional and Roth IRAs as well as what to consider when making a Backdoor Roth IRA contribution.  

GET THE FLOWCHARTS