Flowcharts & Checklists – The Entrepreneurial Vet

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