fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property


Resource Additions, Announcements

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 25.

Can I Make A Mega Backdoor Roth IRA Contribution?  This strategy allows clients to contribute tens of thousands of dollars into their Roth IRA, but the rules are very restrictive.  This flowchart outlines the major issues and rules to consider.  

Will I Receive a Step-Up In Basis For This Gifted Property? This flowchart covers some of those uncommon situations that actually impact cost basis when property is gifted.  The focus is on “double basis” rules and when the donor paid gift tax.
 

What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.

 

White Labeling Is Here!

Recently, we announced the launch of our Deluxe membership, which includes white labeling and digital rights to share the flowcharts online.  We’ve even made one of the flowcharts available for you to try the new white label functionality yourself.  

 

Suggest a Flowchart or Checklist

Have an idea for a flowchart or checklist?  We want to hear about it.  Visit our suggestion page to add your own or vote on the suggestions made by others. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
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