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Incline Financial Planning
Home
About
About
Philosophy
Services
Resources
Flowcharts
Checklist
Contact
Client Portal
Home
Folder: About
Back
About
Philosophy
Services
Folder: Resources
Back
Flowcharts
Checklist
Contact
Client Portal

Taxes

  • Can I contribute to my Roth IRA?

  • Can I do a Back Door Roth IRA contribution?

  • Can I make a deductible IRA contribution?

  • Can I do a Qualified Charitable Distribution from my IRA?

  • Can I delay distributions from the traditional IRA I inherited?

  • Do I need to start making estimated federal income tax payments?

  • Is my rental property tax deductible?

  • Is the distribution from my 529 plan subject to federal income tax?

  • Should I consider doing a Roth conversion?

  • Should I contribute to my Roth 401(k)?

  • Should I contribute to my Roth IRA vs my Traditional IRA?

  • Should I inherit my deceased spouse’s Traditional IRA?

  • What will have the least tax impact, harvest capital gains or Roth conversions?

  • Will a distribution from my Roth IRA be tax and penalty-free?

  • Will a distribution from my IRA be penalty-free?

  • Will I have to pay tax on the sale of my investment?

  • Will I receive a step up in basis for the appreciated property I inherited?

  • Will I receive a step up in basis for this gifted property?

  • Will my Roth IRA conversion be penalty-free?

  • Will my Social Security benefits be reduced?

  • Will the distribution from my HSA be tax and penalty-free?

General

  • Pay Stub Review

  • Should I consider refinancing my mortgage?

Retirement

  • Can I avoid taking my RMD after reaching my Required Beginning Date (RBD)?

  • Should I roll over my dormant Traditional 401(k)?

Insurance

  • Am I eligible for Social Security benefits as a spouse?

  • Am I eligible for Social Security benefits as a surviving spouse?

  • Am I eligible for Social Security benefits if I have been divorced?

  • If I retire early. Should I buy health insurance through the health insurance marketplace?

  • Should I change my Medicare coverage during open enrollment?

  • Will healthcare change as I transition into retirement?

  • Will I avoid Medicare enrollment penalties?

  • Will I be enrolled automatically in Medicare?

Giving

  • Should I use a Donor Advised Fund when giving to public charities?

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Thank you!

(724)462-4191 joe@inclinefp.com

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