FLOWCHARTS

We’re here to help you make smart decisions.

Find answers to a number of important financial questions below. With our easy-to-use flowcharts, you can quickly determine the right path. Of course, this is just the start. Contact our team to learn more.

Can I Make a Deductible Contribution to my HSA?

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If I Retire Early, Should I Buy Health Insurance Through the Health Insurance Marketplace?

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Is the Distribution From My 529 Plan Taxable?

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Will I Avoid Surcharges on My Medicare Part B&D?

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Am I Eligible for a Qualified Business Income (QBI) Deduction?

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Will a Distribution From My Traditional IRA Be Penalty Free?

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Should I Set Up a Traditional 401(k) For My Business?

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Can I Make A Deductible IRA Contribution?

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Can I Delay The RMD From The Traditional IRA I Inherited?

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Can I Avoid Taking My RMD After I Turn Age 70.5?

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Am I eligible for Social Security as a Surviving Spouse?

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Am I eligible for Social Security as a Spouse?

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Will My Social Security Benefits Be Reduced?

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Can I Do a Qualified Charitable Distribution From My IRA?

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