Custom Deliverable Report Plus More Complimentary Guides & Tools

fpPathfinder makes it easy for you to "test drive" some of the most valuable tools and guides before you become a member. If you haven't explored fpPathfinder in a while, try the tools and guides listed below and consider how you can benefit as a member.

• What Issues Should I Consider When Reviewing My RMD?: Click through for access to the checklist and the custom RMD deliverable report, which this short demo explains. 
• Can I Make A Deductible IRA Contribution?: Access the flowchart that can help you guide a client through a complex decision. 
• Can I Make A Backdoor Roth IRA Contribution?: This flowchart is available as a sample when you test the white label capabilities. Click through, follow the simple directions, and download your fully branded flowchart.  
• What Issues Should I Consider If My Spouse Passed Away?: This checklist will help you walk your client through 29 of the most important planning issues to consider when a spouse has recently passed away. Be sure to try the interactive version of this checklist! 
• Important Milestones: This reference has been updated to incorporate new changes made by the SECURE Act 2.0 and are effective for the 2024 year. Download it to your desktop so it's handy when the questions arise!
• What issues Should I Consider When Harvesting Capital Losses?: This checklist  helps you determine whether harvesting capital losses is appropriate for your client's financial situation. 

Become a member today for immediate access to everything above and so much more, including 100+ checklists and flowcharts.