Flowcharts and Checklists General 2021 Important Milestones Master Goals What Issues Should I Consider During a Recession or Market Correction? Career Events Should I Rollover My Dormant 401K? Pay Stub Review What Issues Should I Consider if I Get a Promotion or Raise at Work? What Issues Should I Consider if I Lose My Job? What Issues Should I Consider When Starting a Business? Death of Loved One Can I Delay Distributions From the Traditional IRA I Inherited? Should I Inherit my Deceased Spouse's Traditional IRA? Will I Receive a Step Up in Basis for this Inherited Property? Family Events What Issues Should I Consider to Fund My Child's College Education? What Issues Should I Consider When Having or Adopting a Child? Medicare and HSA Am I Eligible for Medicare Part A & Part B? Will I Be Enrolled Automatically in Medicare? Will The Distribution From My HSA Be Tax & Penalty-Free? Will Healthcare Change as I Transition into Retirement? Will I Avoid IRMAA Surcharges on Medicare Part B & Part D? Should I Change My Medicare Coverage During Open Enrollment? Retirement Should I Rollover my Dormant 401K? Should I Take My Pension as a Lump Sum? What Issues Should I Consider Before I Retire? Should I Contribute to My Roth 401K? Should I Consider Doing a Roth Conversion? Stock Options What Issues Should I Consider Regarding My Incentive Stock Options? What Issues Should I Consider Regarding My Non-Qualified Stock Options? Unique Events What Accounts Should I Consider if I Want to Save More? Will I Have To Pay Tax on the Sale of My Investment?
