Guides & Checklists GENERAL FINANCE LIFE EVENTS REAL ESTATE IRAs & ROTH IRAS General Finance Important Dates Important Milestones Important Numbers Paystub Review Documents To Keep On File Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud What Issues Should I Consider When Starting Out Financially Life events What Accounts Should I Consider If I Want To Save More What Issues Should I Consider Before I Retire What Issues Should I Consider Before The End Of The Year What Issues Should I Consider During My Divorce What Issues Should I Consider For My Aging Parents What Issues Should I Consider If I Get A Promotion Or Raise At Work What Issues Should I Consider If I Lose My Job What Issues Should I Consider If My Parent Passed Away What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness What Issues Should I Consider If My Spouse Passed Away What Issues Should I Consider If I Experience A Sudden Wealth Event What Issues Should I Consider When Getting Married What Issues Should I Consider When Having Or Adopting A Child What Issues Should I Consider When Starting A New Job REAL ESTATE Issues to Consider When Buying A Home Should I Consider Refinancing My Mortgage? IRAs & Roth IRAS Can I Avoid Taking My RMD After Reaching My Required Beginning Date Will My Roth IRA Conversion Be Penalty Free Can I Do a Qualified Charitable Distribution From My IRA Can I Make A Deductible IRA Contribution Can I Make a Backdoor Roth IRA Contribution Can I Make A Mega Backdoor Roth IRA Contribution Should I Consider Doing a Roth Conversion Should I Contribute To My Roth 401K Should I Contribute To My Roth IRA Vs My Traditional IRA Should I Inherit My Deceased Spouses Traditional IRA What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions Will A Distribution-From My Roth IRA Be Tax and Penalty Free Will A Distribution From My Traditional IRA Be Penalty Free Will My Roth IRA Conversion Be Penalty Free