We’re excited to announce two new items for our members:
Important Numbers Quick Reference: There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures do not change, like the tables to calculate an RMD. Either way, it can be difficult to keep the most important figures fresh in your mind. In response to this challenge, we’ve created the two-page “Important Numbers” guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. And for Deluxe members, it can be white-labeled to match your brand!
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?: The QBI deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI deduction-reduction effect on retirement plan contributions that could impact how small business owners save for retirement. This particular flowchart was developed in collaboration with Jeff Levine and based on the recent Nerd’s Eye View article he wrote covering this topic.
What do you think of these two new items? Send me an email – I’d love to hear your thoughts.
Are you unfamiliar with the benefits of our Deluxe membership?
Are you unfamiliar with the benefits of our Deluxe membership? If so, you receive everything from our Essentials membership, plus the following:
- Ability to add your logo to the upper right-hand corner to flowcharts. This would replace the fpPathfinder logo.
- Customize flowchart colors to match your brand. You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
- Share your custom white-labeled flowcharts online and through social media channels.
- Include additional information or disclaimers to the back side of the flowcharts. (Now with an updated design!
Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling.
