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.

Should I Do a Roth Conversion

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Can I Do a Qualifed Charitable Distribution From My IRA 1

Can I do a qualified charitable distribution from my IRA?

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Will My Social Security Benefit Be Reduced 2020 1

Will my social security benefits be reduced?

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Am I eligible for social security as a spouse?

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Am I eligible for social security as a surviving spouse?

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Can I Avoid Taking My RMD After I Turn Age 70.5 1

Can I avoid taking my RMD after reaching my required beginning date (RBD)?

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Can I Delay The RMD From The Traditional IRA I Inherited 1

Can I delay distributions from the traditional IRA I inherited?

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Can I make a deductible IRA contribution?

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