Course curriculum

  1. 1
    • Will-I-Receive-A-Step-Up-In-Basis-For-This-Gifted-Property-2021

    • Am-I-Eligible-for-Social-Security-Benefits-If-I-Am-Divorced-2021

    • What-Issues-Should-I-Consider-If-I-Experience-A-Sudden-Wealth-Event-2021

    • What-Issues-Should-I-Consider-Before-Closing-The-Estate-2021

    • What-Issues-Should-I-Consider-For-My-Aging-Parents-2021

    • Can-I-Make-A-Deductible-IRA-Contribution-2021

    • Can-I-Make-A-Backdoor-Roth-IRA-Contribution-2021

    • Can-I-Do-a-Qualified-Charitable-Distribution-From-My-IRA-2021

    • Can-I-Do-A-Net-Unrealized-Appreciation-NUA-Distribution-2021

    • Can-I-Contribute-To-My-Roth-IRA-2021

    • What-Issues-Should-I-Consider-When-Having-Or-Adopting-A-Child-2021

    • Can-I-Make-A-Mega-Backdoor-Roth-IRA-Contribution-2021

    • What-Issues-Should-I-Consider-During-A-Recession-Or-Market-Correction-2021

    • What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2021

    • What-Issues-Should-I-Consider-When-Buying-A-Home-2021

    • What-Issues-Should-I-Consider-Before-I-Retire-2021

    • What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2021

    • What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2021

    • What-Issues-Should-I-Consider-To-Fund-My-Childs-College-Education-2021

    • Can-I-Make-A-Deductible-Contribution-To-My-HSA-2021

    • Important-Dates-2021

    • Is-The-Distribution-From-My-529-Plan-Subject-To-Federal-Income-Tax-2021

    • Important-Numbers-2021

    • Should-I-Roll-Over-My-Dormant-Traditional-401k-2021

    • Important-Milestones-2021

    • Should-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2021

    • Should-I-Consider-Doing-A-Roth-Conversion-2021

    • If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2021

    • Should-I-Consider-Refinancing-My-Mortgage-2021

    • Am-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans-2021

    • What-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2021

    • Am-I-Eligible-For-Medicare-Part-A-and-Part-B-2021

    • Issues-To-Consider-In-Client-Annual-Review-Meeting-2021

    • Will-I-Be-Enrolled-Automatically-In-Medicare-2021

    • Am-I-Eligible-for-Social-Security-Benefits-As-A-Spouse-2021

    • Will-I-Have-To-Pay-Tax-On-My-Qualified-ESPP-2021

    • Will-A-Distribution-From-My-Traditional-IRA-Be-Penalty-Free-2021

    • Am-I-Eligible-For-A-Qualified-Business-Income-Deduction-2021

    • What-Issues-Should-I-Consider-When-Starting-A-New-Job-2021

    • Will-I-Avoid-IRMAA-Surcharges-On-Medicare-Part-B-And-Part-D-2021

    • Will-I-Have-To-Pay-Tax-On-The-Sale-Of-My-Investment-2021

    • What-Issues-Should-I-Consider-When-Paying-Off-My-Student-Loans-2021

    • What-Issues-Should-I-Consider-When-Starting-A-Business-2021

    • Should-I-Contribute-To-My-Roth-IRA-Vs-My-Traditional-IRA-2021

    • Will-Healthcare-Change-As-I-Transition-Into-Retirement-2021

    • Will-I-Avoid-Medicare-Enrollment-Penalties-2021

    • What-Issues-Should-I-Consider-Regarding-My-Nonqualified-Stock-Options-2021

    • Will-My-Social-Security-Benefits-Be-Reduced-2021

    • Issues-To-Consider-As-A-New-Client-2021

    • Will-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2021

    • Will-The-Distribution-From-My-HSA-Be-Tax-And-Penalty-Free-2021

    • Will-My-Roth-IRA-Conversion-Be-Penalty-Free-2021

    • Am-I-At-Risk-Of-Having-My-Identity-Stolen-Or-Being-A-Victim-Of-Fraud-2021

    • Do-I-Qualify-For-Social-Security-Disability-Benefits-2021

    • Will-The-Deductibility-Of-My-Retirement-Plan-Contributions-Be-Impacted-By-The-QBI-Rules-2021

    • What-Issues-Should-I-Consider-During-My-Divorce-2021

    • What-Documents-Do-I-Need-To-Keep-On-File-2021

    • What-Issues-Should-I-Consider-If-I-Get-A-Promotion-Or-Raise-At-Work-2021

    • What-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2021

    • What-Issues-Should-I-Consider-If-I-Lose-My-Job-2021

    • What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2021

    • Am-I-Eligible-for-Social-Security-Benefits-As-A-Surviving-Spouse-2021

    • What-Issues-Should-I-Consider-When-Reviewing-My-Property-And-Casualty-Insurance-Policies-2021

    • What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2021

    • What-Issues-Should-I-Consider-When-Establishing-My-Charitable-Giving-Strategy-2021

    • Should-I-Contribute-To-My-Roth-401k-2021

    • Should-I-Inherit-My-Deceased-Spouses-Traditional-IRA-2021

    • Master-List-Of-Goals-2021

    • What-Issues-Should-I-Consider-When-Getting-Married-2021

    • Can-I-Delay-Distributions-From-The-Traditional-IRA-I-Inherited-2021

    • Will-I-Avoid-The-Social-Security-Windfall-Elimination-Provision-2021

    • As-Someone-Who-Is-Working-What-Issues-Should-I-Consider-When-Reviewing-My-2020-Tax-Return

    • As-A-Retiree-What-Issues-Should-I-Consider-When-Reviewing-My-2020-Tax-Return

    • Can-I-Avoid-Taking-My-RMD-After-Reaching-My-Required-Beginning-Date-2021

    • Pay-Stub-Review-2021

    • Am-I-Subject-To-A-Behavioral-Bias-Regarding-An-Asset-I-Own-2021

    • What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2021

    • Should-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2021

    • Do-I-Need-To-Start-Making-Estimated-Federal-Income-Tax-Payments-2021

    • What-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2021

    • What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2021

    • Am-I-Subject-To-A-Behavioral-Bias-Regarding-An-Asset-I-Dont-Own-2021

    • What-Issues-Should-I-Consider-When-Moving-Out-Of-State-2021

    • What-Issues-Should-I-Consider-Regarding-My-Restricted-Stock-Units-2021

    • What-Issues-Should-I-Consider-When-Starting-Out-Financially-2021

    • What-Issues-Should-I-Consider-For-My-Child-With-Special-Needs-2021

    • Does-An-Annuity-Fit-Within-My-Financial-Plan-2021

    • Common-Pension-Plans-For-Small-Business-Owners-2021

    • Common-Retirement-Plans-For-Small-Business-Owners-2021

    • Should-I-Use-A-Donor-Advised-Fund-DAF-When-Giving-To-Public-Charities-2021