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Flowcharts and Checklists presented by VetWorth
Retirement Planning/Savings
• Can I Contribute To A Roth IRA?
• Should I Establish A SEP IRA or A SIMPLE IRA For My Small Business
• Should I Contribute to a Roth IRA vs. Traditional IRA
• What Issues Should I Consider When Reviewing My Investments?
• What Accounts Should I Consider If I Want To Save More?
Small Business & Practice Owners
• Common Retirement Plans for Small Business Owners
• Common Pension Plans for Small Business Owners
Estate Planning
• What Issues Should I Consider When Reviewing My Estate Planning Documents?
• What Issues Should I Consider When Before I Update My Estate Plan?
Student Loans/College Planning
• What Issues Should I Consider When Paying Off My Student Loans?
• Am I Eligible For An Income Driven Repayment Plan For My Federal Student Loans?
• What Issues Should I Consider To Fund My Child's College Education?
• Is the Distribution From My 529 Plan Subject To Federal Income Tax?
Insurance
• What Issues Should I Consider When Reviewing My Health & Life Insurance Policies?
• What Issues Should I Consider When Reviewing My Property & Casualty Insurance Policies?
Tax Planning
• As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Miscellaneous
• 2022 Important Numbers
• 2022 Important Dates
• What Issues Should I Consider When Starting A Business?
• Should I Consider Refinancing My Mortgage?
• What Issues Should I Consider Before the End of the Year?
• What Issues Should I Consider At The Start of the Year?
• Tax Return Checklist- Tax Year 2022