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.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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