Financial Planning Decision Tree (Flow Charts)

Financial Planning Visualized

  • Flowcharts that help you quickly and easily analyze the most common planning strategies available to your clients
  • Easily reference some of the most commonly asked questions regarding financial planning
  • Simple charts that may assist your team
  • New charts added every month
Featured Flow Chart: Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?

Featured Flow Chart: Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?

Start with the question: Do you have a retirement account in an employer's defined contribution plan (e.g. 401(k), 403(b), etc.)?

Download the Decision Tree

Download March's Flow Charts

Retirement Plans for Business Flowcharts

Retirement Plans for Business Flowcharts

Social Security Medicare Health Insurance Flowcharts

Social Security Medicare Health Insurance Flowcharts

We Provide CPAs with Resources & Tools to Help Explain Financial Planning to Their Clients

<h2 data-section-id="1" data-box-id="1" data-box-type="title">CPA Resources</h2>

CPA Resources

We provide a variety of resources for CPAs with regards to financial planning

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<h2 data-section-id="1" data-box-id="2" data-box-type="title">Financial Planning for CPAs</h2>

Financial Planning for CPAs

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning

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CPA Insights<br/>

CPA Insights

We present financial planning news and updates to help CPAs guide their clients

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CPA Tools<br/>

CPA Tools

Our tools will assist CPAs in serving their clients

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